|
1
|
|
$23.9M
|
+$18M
|
+367,749
|
+300%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.49M
|
+$2.15M
|
+43,968
|
+40%
|
|
|
3
|
|
$3.71M
|
+$1.79M
|
+36,586
|
+92%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.29M
|
-$220K
|
-4,514
|
-6%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$1.72M
|
+$309K
|
+6,335
|
+22%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$1.71M
|
+$968K
|
+19,828
|
+130%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$9.23K
|
+189
|
+0.8%
|
|
|
8
|
|
$825K
|
+$826K
|
+16,917
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$816K
|
+$566K
|
+11,589
|
+225%
|
|
|
10
|
Monument Capital Management
Alexandria,
Virginia
|
$797K
|
+$798K
|
+16,345
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$676K
|
+$676K
|
+13,846
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$635K
|
–
|
–
|
–
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$418K
|
-$14.7K
|
-300
|
-3%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$416K
|
+$167K
|
+3,412
|
+67%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$412K
|
-$90.8K
|
-1,859
|
-18%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
17
|
Intellectus Partners
San Francisco,
California
|
$220K
|
+$220K
|
+4,500
|
New
|
|
|
18
|
West Oak Capital
Westlake Village,
California
|
$34.2K
|
+$29.3K
|
+600
|
+600%
|
|
|
19
|
|
$24K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
21
|
Strategic Wealth Partners
Independence,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Two Sigma Securities
New York
|
–
|
-$241K
|
-4,909
|
Closed
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$33K
|
-670
|
Closed
|
|
