|
1
|
LPL Financial
San Diego,
California
|
$990K
|
+$313K
|
+11,622
|
+32%
|
|
|
2
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$628K
|
+$187K
|
+6,942
|
+31%
|
|
|
3
|
|
$594K
|
-$85.7K
|
-3,186
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$481K
|
-$624K
|
-23,182
|
-50%
|
|
|
5
|
Equitable Holdings
New York
|
$241K
|
–
|
–
|
–
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$240K
|
-$48.2K
|
-1,791
|
-13%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
8
|
Golden State Wealth Management
Santa Ana,
California
|
$21K
|
+$26.9K
|
+1,000
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$21K
|
+$27.9K
|
+1,036
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$20K
|
-$13.1K
|
-487
|
-33%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
-$1.43K
|
-53
|
-7%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Rockefeller Capital Management
New York
|
$3K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2M
|
-65,324
|
Closed
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$334K
|
-10,912
|
Closed
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$314K
|
-10,274
|
Closed
|
|
