|
1
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.12M
|
+$52.8K
|
+1,470
|
+5%
|
|
|
2
|
|
$952K
|
+$241K
|
+6,699
|
+36%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$710K
|
-$166K
|
-4,627
|
-20%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$504K
|
+$477K
|
+13,292
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$444K
|
-$43.9K
|
-1,221
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$305K
|
+$42.4K
|
+1,180
|
+17%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$213K
|
+$203K
|
+5,655
|
New
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$127K
|
+$121K
|
+3,369
|
New
|
|
|
9
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$86K
|
+$81.6K
|
+2,271
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$62K
|
+$14K
|
+389
|
+31%
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$18.6K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
–
|
-$204K
|
-6,454
|
Closed
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$14K
|
-457
|
Closed
|
|
|
14
|
Rockefeller Capital Management
New York
|
–
|
-$4K
|
-145
|
Closed
|
|
