|
1
|
Claybrook Capital
Wellesley,
Massachusetts
|
$4.41M
|
+$5.01M
|
+386,487
|
New
|
|
|
2
|
|
$2.62M
|
+$200K
|
+15,418
|
+8%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.6M
|
+$114K
|
+8,758
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.4M
|
+$124K
|
+9,551
|
+9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$955K
|
–
|
–
|
–
|
|
|
6
|
Horizon Kinetics Asset Management
New York
|
$559K
|
-$5.19K
|
-400
|
-0.9%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$424K
|
-$14.5K
|
-1,120
|
-3%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$396K
|
+$15.2K
|
+1,175
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$372K
|
-$12.4K
|
-959
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$334K
|
+$1.56K
|
+120
|
+0.5%
|
|
|
11
|
Ackerman Capital Advisors
Dallas,
Texas
|
$309K
|
-$138K
|
-10,670
|
-30%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$265K
|
-$87K
|
-6,708
|
-24%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$248K
|
–
|
–
|
–
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$194K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$182K
|
+$337
|
+26
|
+0.2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$178K
|
+$52.8K
|
+4,070
|
+40%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$86K
|
+$1.3K
|
+100
|
+1%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$15K
|
+$143
|
+11
|
+1%
|
|
|
23
|
|
–
|
-$61K
|
-4,700
|
Closed
|
|
|
24
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$14K
|
-1,070
|
Closed
|
|
