|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$470K
|
+$174
|
+20
|
+0%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$299K
|
–
|
–
|
–
|
|
|
3
|
Transform Wealth
Greenwood Village,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
+$56.3K
|
+6,491
|
+33%
|
|
|
5
|
Apexium Financial
Dallas,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$199K
|
–
|
–
|
–
|
|
|
7
|
North Star Investment Management
Chicago,
Illinois
|
$199K
|
–
|
–
|
–
|
|
|
8
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$153K
|
–
|
–
|
–
|
|
|
9
|
Sterling Financial Group
Pasadena,
California
|
$150K
|
–
|
–
|
–
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$129K
|
–
|
–
|
–
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$102K
|
–
|
–
|
–
|
|
|
12
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$99.5K
|
–
|
–
|
–
|
|
|
13
|
Orin Green Financial
San Diego,
California
|
$99.5K
|
–
|
–
|
–
|
|
|
14
|
|
$91K
|
-$174K
|
-20,000
|
-67%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$57.2K
|
–
|
–
|
–
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$49.8K
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.9K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9
|
-$625
|
-72
|
-99%
|
|
|
19
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$172K
|
-21,473
|
Closed
|
|
|
20
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$86.3K
|
-10,783
|
Closed
|
|
