|
1
|
|
$1.31M
|
+$60.9K
|
+582
|
+4%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$979K
|
+$1.11M
|
+10,622
|
New
|
|
|
3
|
|
$789K
|
+$602K
|
+5,758
|
+205%
|
|
|
4
|
Narus Financial Partners
Salt Lake City,
Utah
|
$493K
|
+$139K
|
+1,333
|
+33%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$477K
|
+$52.9K
|
+506
|
+11%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$431K
|
-$57K
|
-545
|
-10%
|
|
|
7
|
|
$416K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
–
|
–
|
–
|
|
|
9
|
Tower Research Capital (TRC)
New York
|
$337K
|
-$750K
|
-7,173
|
-66%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$305K
|
+$46K
|
+440
|
+15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$301K
|
+$64.3K
|
+615
|
+23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$56.8K
|
+$64.4K
|
+616
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$37.7K
|
+$2.82K
|
+27
|
+7%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$19.4K
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$14.4K
|
+$105
|
+1
|
+0.6%
|
|
|
16
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$13.5K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
18
|
Kessler Investment Group
Columbus,
Indiana
|
$10.6K
|
+$8.68K
|
+83
|
+268%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.73K
|
–
|
–
|
–
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.75K
|
-$3.03K
|
-29
|
-49%
|
|
|
21
|
Golden State Wealth Management
Santa Ana,
California
|
$2.3K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$156
|
+$105
|
+1
|
+100%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$92
|
+$105
|
+1
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.02M
|
-9,377
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$311K
|
-2,858
|
Closed
|
|
