|
1
|
|
$3.55M
|
-$131K
|
-8,589
|
-4%
|
|
|
2
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2.23M
|
-$140K
|
-9,164
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.21M
|
-$56.8K
|
-3,718
|
-3%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$2.18M
|
+$1.38M
|
+90,096
|
+178%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$1.49M
|
-$238K
|
-15,600
|
-14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$98.3K
|
-6,431
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
-$103K
|
-6,752
|
-7%
|
|
|
8
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$823K
|
-$812K
|
-53,093
|
-50%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$741K
|
+$77.9K
|
+5,099
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$730K
|
+$197K
|
+12,898
|
+38%
|
|
|
11
|
Concurrent Investment Advisors
Tampa,
Florida
|
$637K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$632K
|
+$9.17K
|
+600
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$629K
|
+$18.2K
|
+1,191
|
+3%
|
|
|
14
|
Cypress Wealth Services
Palm Desert,
California
|
$503K
|
–
|
–
|
–
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$434K
|
-$7.5K
|
-491
|
-2%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$330K
|
–
|
–
|
–
|
|
|
17
|
River Street Advisors
Aurora,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
18
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$303K
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$198K
|
-$2.6K
|
-170
|
-1%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$187K
|
–
|
–
|
–
|
|
|
21
|
|
$67.4K
|
+$66.5K
|
+4,353
|
New
|
|
|
22
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$7K
|
+$122
|
+8
|
+2%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$4.61K
|
+$4.51K
|
+295
|
New
|
|
|
24
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.87K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$183K
|
-12,129
|
Closed
|
|
