|
1
|
CPWM LLC
Seattle,
Washington
|
$6.72M
|
+$53.4K
|
+1,699
|
+0.8%
|
|
|
2
|
Equitable Holdings
New York
|
$3.94M
|
–
|
–
|
–
|
|
|
3
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.32M
|
-$467K
|
-14,861
|
-17%
|
|
|
4
|
|
$1.95M
|
+$1.94M
|
+61,830
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
-$631K
|
-20,072
|
-38%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$823K
|
–
|
–
|
–
|
|
|
7
|
|
$754K
|
-$1.48M
|
-47,205
|
-66%
|
|
|
8
|
|
$715K
|
-$107K
|
-3,407
|
-13%
|
|
|
9
|
SimplyRich
Carlsbad,
California
|
$677K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$646K
|
-$190K
|
-6,040
|
-23%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$643K
|
-$25.7K
|
-816
|
-4%
|
|
|
12
|
Schoolcraft Capital
Boulder,
Colorado
|
$543K
|
+$2.26K
|
+72
|
+0.4%
|
|
|
13
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$502K
|
+$7.23K
|
+230
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$463K
|
-$5.56K
|
-177
|
-1%
|
|
|
15
|
Adell Harriman & Carpenter
Houston,
Texas
|
$392K
|
-$377K
|
-12,000
|
-49%
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$369K
|
+$120K
|
+3,806
|
+240%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$368K
|
-$170K
|
-5,400
|
-32%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$287K
|
+$51K
|
+1,622
|
+21%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
20
|
BOK Financial
Tulsa,
Oklahoma
|
$234K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$174K
|
-$2.11K
|
-67
|
-1%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$156K
|
–
|
–
|
–
|
|
|
23
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$122K
|
-$76.8K
|
-2,443
|
-39%
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$95K
|
+$95.4K
|
+3,034
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$94K
|
+$2.48K
|
+79
|
+3%
|
|
