|
1
|
Perigon Wealth Management
San Francisco,
California
|
$606K
|
-$12.4K
|
-207
|
-2%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$558K
|
-$96.8K
|
-1,619
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$556K
|
-$17.4K
|
-291
|
-3%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$483K
|
+$142K
|
+2,372
|
+44%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$383K
|
-$661K
|
-11,053
|
-64%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$312K
|
-$12K
|
-201
|
-4%
|
|
|
7
|
&Partners
Nashville,
Tennessee
|
$247K
|
-$5.38K
|
-90
|
-2%
|
|
|
8
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$116K
|
+$111K
|
+1,863
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.8K
|
–
|
–
|
–
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.1K
|
+$10.6K
|
+178
|
New
|
|
|
11
|
|
$7.94K
|
-$60
|
-1
|
-0.8%
|
|
|
12
|
|
$6.36K
|
–
|
–
|
–
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$1.12K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$73
|
–
|
–
|
–
|
|
|
15
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$62
|
–
|
–
|
–
|
|
|
16
|
Two Sigma Investments
New York
|
–
|
-$275K
|
-5,400
|
Closed
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$21.7K
|
-425
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.37K
|
-164
|
Closed
|
|
