|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$349K
|
+$134K
|
+21,500
|
+74%
|
|
|
2
|
Transform Wealth
Greenwood Village,
Colorado
|
$217K
|
–
|
–
|
–
|
|
|
3
|
|
$205K
|
–
|
–
|
–
|
|
|
4
|
Apexium Financial
Dallas,
Texas
|
$164K
|
–
|
–
|
–
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$148K
|
–
|
–
|
–
|
|
|
6
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
7
|
Sterling Financial Group
Pasadena,
California
|
$120K
|
–
|
–
|
–
|
|
|
8
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$113K
|
–
|
–
|
–
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$96.9K
|
–
|
–
|
–
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$82.9K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$76.1K
|
+$63.3K
|
+10,144
|
New
|
|
|
12
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$73.9K
|
–
|
–
|
–
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$73.9K
|
–
|
–
|
–
|
|
|
14
|
Orin Green Financial
San Diego,
California
|
$73.9K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.4K
|
+$37.7K
|
+6,047
|
New
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$36.9K
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.5K
|
+$16.7K
|
+2,685
|
New
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$190K
|
-26,842
|
Closed
|
|
|
19
|
Oppenheimer & Co
New York
|
–
|
-$152K
|
-21,474
|
Closed
|
|
|
20
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
–
|
-$149K
|
-21,045
|
Closed
|
|
