|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.98M
|
+$98.7K
|
+8,620
|
+2%
|
|
|
2
|
|
$2.06M
|
+$202K
|
+17,636
|
+11%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.34M
|
+$4.01K
|
+350
|
+0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
-$142K
|
-12,397
|
-13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$889K
|
-$75.7K
|
-6,609
|
-8%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$693K
|
+$680K
|
+59,362
|
New
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$587K
|
+$286K
|
+24,996
|
+98%
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$526K
|
-$19.2K
|
-1,680
|
-4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$409K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$307K
|
+$36.3K
|
+3,165
|
+14%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$298K
|
+$30.4K
|
+2,658
|
+12%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$231K
|
–
|
–
|
–
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$181K
|
–
|
–
|
–
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$180K
|
-$5.73K
|
-500
|
-3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$168K
|
+$1.99K
|
+174
|
+1%
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$131K
|
+$129K
|
+11,235
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$92K
|
-$152K
|
-13,286
|
-63%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$79K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$78K
|
-$244K
|
-21,258
|
-76%
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
$56K
|
+$55.4K
|
+4,835
|
New
|
|
|
22
|
|
$55K
|
–
|
–
|
–
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
–
|
–
|
–
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$13K
|
+$137
|
+12
|
+1%
|
|
