|
1
|
Beta Wealth Group
San Diego,
California
|
$764K
|
-$46.6K
|
-1,828
|
-6%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$390K
|
+$255K
|
+9,999
|
+173%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$355K
|
+$93.2K
|
+3,654
|
+34%
|
|
|
4
|
|
$339K
|
+$119K
|
+4,652
|
+51%
|
|
|
5
|
Flow Traders U.S.
New York
|
$314K
|
+$324K
|
+12,696
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$254K
|
+$5.66K
|
+222
|
+2%
|
|
|
7
|
|
$201K
|
–
|
–
|
–
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$22.2K
|
–
|
–
|
–
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$12.9K
|
+$1.53K
|
+60
|
+13%
|
|
|
10
|
Root Financial Partners
Encinitas,
California
|
$9.42K
|
+$9.7K
|
+381
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.41K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.34K
|
-$24.4K
|
-956
|
-82%
|
|
|
13
|
|
$2.53K
|
+$25
|
+1
|
+1%
|
|
|
14
|
Blue Trust Inc
Alpharetta,
Georgia
|
$865
|
-$255
|
-10
|
-22%
|
|
|
15
|
|
$222
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$15
|
+$25
|
+1
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$375K
|
-14,221
|
Closed
|
|
|
18
|
Brookwood Investment Group
Phoenix,
Arizona
|
–
|
-$271K
|
-10,305
|
Closed
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$263K
|
-10,003
|
Closed
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$47.3K
|
-1,797
|
Closed
|
|
