|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$4.21M
|
–
|
–
|
–
|
|
|
2
|
|
$2.33M
|
+$208K
|
+17,337
|
+10%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.42M
|
+$47K
|
+3,922
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$177K
|
+14,746
|
+17%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$923K
|
+$11.8K
|
+987
|
+1%
|
|
|
6
|
Horizon Kinetics Asset Management
New York
|
$540K
|
–
|
–
|
–
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
$518K
|
-$194K
|
-16,151
|
-27%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$419K
|
–
|
–
|
–
|
|
|
9
|
International Assets Investment Management
Orlando,
Florida
|
$395K
|
+$215K
|
+17,970
|
+117%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$368K
|
+$273K
|
+22,770
|
+289%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$361K
|
-$245K
|
-20,456
|
-40%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$317K
|
+$1.74K
|
+145
|
+0.6%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$314K
|
+$8.03K
|
+670
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$237K
|
–
|
–
|
–
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$186K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$174K
|
+$1.35K
|
+113
|
+0.8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$81.5K
|
–
|
–
|
–
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$75K
|
+$76.3K
|
+6,367
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$62K
|
-$18K
|
-1,500
|
-22%
|
|
|
21
|
|
$56K
|
–
|
–
|
–
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
–
|
–
|
–
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$14K
|
+$168
|
+14
|
+1%
|
|
|
25
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$13K
|
–
|
–
|
–
|
|
