|
1
|
Old Mission Capital
Chicago,
Illinois
|
$4.4M
|
+$4.32M
|
+57,336
|
New
|
|
|
2
|
|
$3.8M
|
-$181K
|
-2,403
|
-5%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.71M
|
+$3.64M
|
+48,302
|
New
|
|
|
4
|
|
$3.15M
|
-$1.14M
|
-15,170
|
-27%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.85M
|
+$2.8M
|
+37,200
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.71M
|
-$207K
|
-2,749
|
-7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
-$2.49K
|
-33
|
-0.1%
|
|
|
8
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.26M
|
+$73.1K
|
+971
|
+3%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.07M
|
+$975K
|
+12,946
|
+92%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.92M
|
+$1.19M
|
+15,842
|
+172%
|
|
|
11
|
S&CO Inc
Boston,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$973K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$897K
|
-$159K
|
-2,112
|
-15%
|
|
|
14
|
|
$857K
|
–
|
–
|
–
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$601K
|
+$21.2K
|
+282
|
+4%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$601K
|
+$27.1K
|
+360
|
+5%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$597K
|
-$1.94M
|
-25,699
|
-77%
|
|
|
18
|
3EDGE Asset Management
Naples,
Florida
|
$525K
|
+$510K
|
+6,775
|
New
|
|
|
19
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$432K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$333K
|
+$12.8K
|
+170
|
+4%
|
|
|
21
|
DSG Capital Advisors
Edina,
Minnesota
|
$314K
|
–
|
–
|
–
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$215K
|
+$211K
|
+2,800
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$141K
|
-$15.1K
|
-200
|
-10%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$84.3K
|
-$979
|
-13
|
-1%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$80.3K
|
+$2.71K
|
+36
|
+4%
|
|
