|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$447K
|
-$44.1K
|
-4,140
|
-8%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$322K
|
+$343K
|
+32,211
|
New
|
|
|
3
|
Apexium Financial
Dallas,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
5
|
North Star Investment Management
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$215K
|
+$229K
|
+21,474
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$166K
|
-$44.7K
|
-4,200
|
-20%
|
|
|
8
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$165K
|
–
|
–
|
–
|
|
|
9
|
|
$152K
|
–
|
–
|
–
|
|
|
10
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$107K
|
–
|
–
|
–
|
|
|
11
|
Orin Green Financial
San Diego,
California
|
$107K
|
-$114K
|
-10,737
|
Closed
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
13
|
|
$105K
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$100K
|
–
|
–
|
–
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59.5K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.8K
|
–
|
–
|
–
|
|
|
17
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$25.8K
|
+$27.4K
|
+2,576
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$24.5K
|
-$6.03K
|
-566
|
-19%
|
|
|
19
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$347K
|
-31,546
|
Closed
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$143K
|
-13,038
|
Closed
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$118K
|
-10,736
|
Closed
|
|
