|
1
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.67M
|
-$42K
|
-2,263
|
-0.7%
|
|
|
2
|
Berman Capital Advisors
Atlanta,
Georgia
|
$3.34M
|
+$3.32M
|
+178,797
|
New
|
|
|
3
|
Foster & Motley
Cincinnati,
Ohio
|
$2.99M
|
-$996K
|
-53,611
|
-25%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$2.34M
|
-$276K
|
-14,834
|
-11%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.12M
|
-$658K
|
-35,442
|
-24%
|
|
|
6
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.9M
|
-$3.62M
|
-195,160
|
-66%
|
|
|
7
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.12M
|
+$1.11M
|
+59,644
|
New
|
|
|
8
|
Yakira Capital Management
Westport,
Connecticut
|
$663K
|
+$411K
|
+22,130
|
+166%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$483K
|
+$243K
|
+13,060
|
+102%
|
|
|
10
|
Family Management
New York
|
$402K
|
+$399K
|
+21,469
|
New
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$384K
|
+$8.92K
|
+480
|
+2%
|
|
|
12
|
Centric Wealth Management
Chicago,
Illinois
|
$221K
|
-$2.3M
|
-123,581
|
-91%
|
|
|
13
|
West Paces Advisors
Atlanta,
Georgia
|
$119K
|
-$34.6K
|
-1,863
|
-23%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$19K
|
+$18.7K
|
+1,008
|
New
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14K
|
+$520
|
+28
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$13.4K
|
-724
|
-51%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$10.2K
|
+549
|
New
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
-$190K
|
-10,209
|
-97%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.85K
|
–
|
–
|
–
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$3.06K
|
+165
|
New
|
|
|
22
|
Bank of New York Mellon
New York
|
–
|
-$439K
|
-21,977
|
Closed
|
|
|
23
|
Coastal Bridge Advisors
Westport,
Connecticut
|
–
|
-$380K
|
-19,007
|
Closed
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$257K
|
-12,853
|
Closed
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$49K
|
-2,433
|
Closed
|
|
