|
1
|
Stance Capital
Boston,
Massachusetts
|
$14.6M
|
-$958K
|
-29,127
|
-6%
|
|
|
2
|
|
$6.78M
|
-$7.22M
|
-219,620
|
-52%
|
|
|
3
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.39M
|
-$716K
|
-21,761
|
-10%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.06M
|
–
|
–
|
–
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.73M
|
+$797K
|
+24,228
|
+86%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$515K
|
-$9.64K
|
-293
|
-2%
|
|
|
7
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$504K
|
–
|
–
|
–
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$413K
|
-$7.04K
|
-214
|
-2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$249K
|
+$247K
|
+7,523
|
New
|
|
|
10
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$217K
|
-$112K
|
-3,402
|
-34%
|
|
|
11
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$202K
|
+$200K
|
+6,081
|
New
|
|
|
12
|
|
$168K
|
–
|
–
|
–
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$162K
|
+$1.58K
|
+48
|
+1%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$122K
|
–
|
–
|
–
|
|
|
15
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$74.5K
|
–
|
–
|
–
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$33.3K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.7K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$132
|
+4
|
+0.6%
|
|
|
19
|
Golden State Wealth Management
Santa Ana,
California
|
$17.6K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8K
|
+$66
|
+2
|
+0.4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.57K
|
-$145K
|
-4,410
|
-97%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$52K
|
-1,599
|
Closed
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
–
|
-$31.9K
|
-976
|
Closed
|
|
