|
1
|
|
$6.95M
|
+$6.84M
|
+93,301
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$4.81M
|
-$7.5M
|
-102,267
|
-61%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.52M
|
+$3.47M
|
+47,287
|
New
|
|
|
4
|
Human Investing
Lake Oswego,
Oregon
|
$1.39M
|
+$289K
|
+3,940
|
+27%
|
|
|
5
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.21M
|
+$1.19M
|
+16,233
|
New
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$642K
|
+$245K
|
+3,344
|
+63%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$450K
|
+$41.6K
|
+567
|
+10%
|
|
|
8
|
West Financial Advisors
Des Moines,
Iowa
|
$338K
|
+$170K
|
+2,323
|
+105%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$326K
|
-$53.4K
|
-728
|
-14%
|
|
|
10
|
Column Capital Advisors
Indianapolis,
Indiana
|
$285K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$274K
|
+$20.5K
|
+280
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$238K
|
+$235K
|
+3,206
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$224K
|
+$218K
|
+2,975
|
+8,750%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$213K
|
+$210K
|
+2,865
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$202K
|
+$132K
|
+1,800
|
+198%
|
|
|
17
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$187K
|
+$293
|
+4
|
+0.2%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$129K
|
–
|
–
|
–
|
|
|
19
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$92K
|
+$90.4K
|
+1,233
|
New
|
|
|
20
|
AllSquare Wealth Management
Albany,
New York
|
$42K
|
–
|
–
|
–
|
|
|
21
|
Liberty Wealth Management
Oakland,
California
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
–
|
-$1.72M
|
-23,758
|
Closed
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$173K
|
-2,366
|
Closed
|
|
