|
1
|
Transform Wealth
Greenwood Village,
Colorado
|
$401K
|
–
|
–
|
–
|
|
|
2
|
YorkBridge Wealth Partners
New York
|
$305K
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$290K
|
-$57.2K
|
-6,092
|
-17%
|
|
|
4
|
|
$283K
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
+$178
|
+19
|
+0.1%
|
|
|
6
|
Oppenheimer & Co
New York
|
$204K
|
–
|
–
|
–
|
|
|
7
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
8
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$200K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$170K
|
-$56.4K
|
-6,006
|
-25%
|
|
|
10
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$156K
|
–
|
–
|
–
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$114K
|
–
|
–
|
–
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$102K
|
-$101K
|
-10,737
|
-50%
|
|
|
13
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$102K
|
–
|
–
|
–
|
|
|
14
|
Orin Green Financial
San Diego,
California
|
$102K
|
+$101K
|
+10,737
|
New
|
|
|
15
|
Montag & Associates
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
–
|
+$9
|
+1
|
New
|
|
