|
1
|
Beta Wealth Group
San Diego,
California
|
$862K
|
+$915K
|
+32,745
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$375K
|
+$397K
|
+14,221
|
New
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$282K
|
+$300K
|
+10,718
|
New
|
|
|
4
|
Brookwood Investment Group
Phoenix,
Arizona
|
$271K
|
+$76.6K
|
+2,741
|
+36%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$265K
|
+$47.8K
|
+1,712
|
+21%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$263K
|
+$52.1K
|
+1,863
|
+23%
|
|
|
7
|
|
$238K
|
-$56.1K
|
-2,008
|
-18%
|
|
|
8
|
|
$215K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152K
|
+$9.03K
|
+323
|
+6%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$47.3K
|
+$4.19K
|
+150
|
+9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.9K
|
-$61.9K
|
-2,214
|
-65%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$23.7K
|
–
|
–
|
–
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$12.1K
|
-$3.6K
|
-129
|
-22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.43K
|
–
|
–
|
–
|
|
|
15
|
|
$2.67K
|
-$7.6K
|
-272
|
-73%
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.18K
|
+$1.26K
|
+45
|
New
|
|
|
17
|
|
$237
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$85.1K
|
-3,055
|
Closed
|
|
