|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$12.7M
|
-$1.59M
|
-77,360
|
-9%
|
|
|
2
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.23M
|
-$118K
|
-5,730
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
-$9.05M
|
-438,892
|
-73%
|
|
|
4
|
Wellington Management Group
Boston,
Massachusetts
|
$2.59M
|
+$874K
|
+42,400
|
+37%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.28M
|
+$2.58M
|
+125,016
|
+982%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$1M
|
-48,627
|
-40%
|
|
|
7
|
|
$604K
|
+$32K
|
+1,553
|
+4%
|
|
|
8
|
|
$427K
|
+$532K
|
+25,820
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$411K
|
+$12.4K
|
+600
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$406K
|
+$44.5K
|
+2,160
|
+10%
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$322K
|
+$77.7K
|
+3,771
|
+27%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$305K
|
-$181K
|
-8,802
|
-32%
|
|
|
13
|
Resource Planning Group
Atlanta,
Georgia
|
$254K
|
-$235K
|
-11,399
|
-43%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$177K
|
+$9.46K
|
+459
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$151K
|
-$357K
|
-17,326
|
-65%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
+$89.3K
|
+4,331
|
New
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$38K
|
-$146K
|
-7,094
|
-76%
|
|
|
18
|
TrueWealth LLC
Atlanta,
Georgia
|
$36K
|
+$45K
|
+2,184
|
New
|
|
|
19
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$34K
|
-$149K
|
-7,222
|
-78%
|
|
|
20
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Holloway Wealth Management
Gainesville,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$21
|
+$26.8K
|
+1,300
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$3.96M
|
-170,793
|
Closed
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$341K
|
-14,778
|
Closed
|
|
