|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$17M
|
+$2.26M
|
+123,313
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.82M
|
+$5.54M
|
+301,766
|
+187%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.6M
|
-$110K
|
-6,009
|
-3%
|
|
|
4
|
Wellington Management Group
Boston,
Massachusetts
|
$2.68M
|
-$289K
|
-15,749
|
-10%
|
|
|
5
|
Resource Planning Group
Atlanta,
Georgia
|
$1.56M
|
+$1.22M
|
+66,473
|
+433%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
-$1.19M
|
-64,594
|
-47%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$818K
|
+$339K
|
+18,457
|
+75%
|
|
|
8
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$414K
|
+$41.3K
|
+2,248
|
+12%
|
|
|
9
|
|
$305K
|
-$376K
|
-20,483
|
-56%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$253K
|
-$1.12M
|
-60,721
|
-82%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
-$209K
|
-11,399
|
-62%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$91K
|
-$80.1K
|
-4,362
|
-48%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$33K
|
-$48.2K
|
-2,627
|
-61%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9K
|
-$32.7K
|
-1,782
|
-78%
|
|
|
15
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
+$37
|
+2
|
+1%
|
|
|
17
|
|
–
|
-$427K
|
-25,820
|
Closed
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$411K
|
-24,850
|
Closed
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$177K
|
-10,682
|
Closed
|
|
|
20
|
TrueWealth LLC
Atlanta,
Georgia
|
–
|
-$36K
|
-2,184
|
Closed
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$34K
|
-2,049
|
Closed
|
|
|
22
|
Westside Investment Management
Santa Monica,
California
|
–
|
-$21
|
-1,300
|
Closed
|
|
