|
1
|
UBS Group
Zurich,
Switzerland
|
$557K
|
-$244K
|
-20,984
|
-28%
|
|
|
2
|
Transform Wealth
Greenwood Village,
Colorado
|
$442K
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$403K
|
-$63.8K
|
-5,487
|
-12%
|
|
|
4
|
YorkBridge Wealth Partners
New York
|
$337K
|
–
|
–
|
–
|
|
|
5
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$337K
|
+$374K
|
+32,211
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$308K
|
+$62.6K
|
+5,384
|
+22%
|
|
|
7
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
8
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$220K
|
–
|
–
|
–
|
|
|
9
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$178K
|
–
|
–
|
–
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$126K
|
–
|
–
|
–
|
|
|
11
|
Montag & Associates
Atlanta,
Georgia
|
$112K
|
–
|
–
|
–
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
13
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$112K
|
–
|
–
|
–
|
|
|
14
|
Orin Green Financial
San Diego,
California
|
$112K
|
–
|
–
|
–
|
|
|
15
|
|
$103K
|
–
|
–
|
–
|
|
|
16
|
|
$36K
|
-$41.8K
|
-3,600
|
-51%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
–
|
-$265K
|
-23,775
|
Closed
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$76K
|
-6,700
|
Closed
|
|
