|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$406K
|
+$190
|
+23
|
+0%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$258K
|
+$266K
|
+32,211
|
New
|
|
|
3
|
Transform Wealth
Greenwood Village,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
4
|
|
$239K
|
–
|
–
|
–
|
|
|
5
|
Apexium Financial
Dallas,
Texas
|
$191K
|
–
|
–
|
–
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$172K
|
–
|
–
|
–
|
|
|
7
|
North Star Investment Management
Chicago,
Illinois
|
$172K
|
+$88.8K
|
+10,737
|
+100%
|
|
|
8
|
Choate Investment Advisors
Boston,
Massachusetts
|
$172K
|
+$178K
|
+21,473
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$156K
|
+$77.2K
|
+9,337
|
+92%
|
|
|
10
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$132K
|
–
|
–
|
–
|
|
|
11
|
Sterling Financial Group
Pasadena,
California
|
$130K
|
-$10.3K
|
-1,250
|
-7%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$104K
|
+$108K
|
+13,038
|
New
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$88.4K
|
-$8.27K
|
-1,000
|
-8%
|
|
|
14
|
Wealth Quarterback
Toms River,
New Jersey
|
$86.3K
|
+$89.2K
|
+10,783
|
New
|
|
|
15
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$85.9K
|
–
|
–
|
–
|
|
|
16
|
Orin Green Financial
San Diego,
California
|
$85.9K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.2K
|
-$827
|
-100
|
-2%
|
|
|
18
|
Montag & Associates
Atlanta,
Georgia
|
$42.9K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.5K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$584
|
+$604
|
+73
|
New
|
|
|
21
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$148K
|
-21,473
|
Closed
|
|
