|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$268K
|
+8,011
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.63M
|
-$111K
|
-3,304
|
-7%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
+$451K
|
+13,487
|
+44%
|
|
|
4
|
ALPS Advisors
Denver,
Colorado
|
$1.19M
|
+$1.15M
|
+34,380
|
New
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$1.03M
|
-$3.67M
|
-109,819
|
-79%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$640K
|
–
|
–
|
–
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$304K
|
–
|
–
|
–
|
|
|
8
|
USA Financial Formulas
Ada,
Michigan
|
$278K
|
+$270K
|
+8,066
|
+403,300%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$218K
|
-$16.2K
|
-484
|
-7%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$155K
|
+$5.22K
|
+156
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
-$764K
|
-22,832
|
-88%
|
|
|
12
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$62.5K
|
+$16.1K
|
+482
|
+36%
|
|
|
13
|
|
$17.2K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.2K
|
+$8.3K
|
+248
|
+151%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.8K
|
–
|
–
|
–
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$9.7K
|
+$9.37K
|
+280
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.4K
|
+$2.31K
|
+69
|
New
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$621
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$250K
|
-7,946
|
Closed
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$27.6K
|
-879
|
Closed
|
|
