|
1
|
CPWM LLC
Seattle,
Washington
|
$7.7M
|
-$30.8K
|
-789
|
-0.4%
|
|
|
2
|
Equitable Holdings
New York
|
$4.64M
|
–
|
–
|
–
|
|
|
3
|
|
$2.27M
|
+$292K
|
+7,469
|
+14%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.26M
|
-$33.7K
|
-863
|
-1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.62M
|
+$176K
|
+4,499
|
+11%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$977K
|
-$6.06K
|
-155
|
-0.6%
|
|
|
7
|
SimplyRich
Carlsbad,
California
|
$796K
|
+$841K
|
+21,514
|
New
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$651K
|
-$21.9K
|
-560
|
-3%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$620K
|
–
|
–
|
–
|
|
|
10
|
Schoolcraft Capital
Boulder,
Colorado
|
$577K
|
-$47.4K
|
-1,213
|
-7%
|
|
|
11
|
SOA Wealth Advisors
New York
|
$455K
|
-$29.7K
|
-761
|
-6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$396K
|
-$18.6K
|
-476
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$377K
|
-$9.81K
|
-251
|
-2%
|
|
|
14
|
Partners in Financial Planning
Salem,
Virginia
|
$376K
|
-$32K
|
-819
|
-7%
|
|
|
15
|
|
$355K
|
-$594K
|
-15,201
|
-61%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$259K
|
-$9.49K
|
-243
|
-3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$248K
|
-$28.9K
|
-740
|
-10%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$208K
|
–
|
–
|
–
|
|
|
20
|
Adell Harriman & Carpenter
Houston,
Texas
|
$206K
|
-$48.2K
|
-1,234
|
-18%
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$201K
|
+$860
|
+22
|
+0.4%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$191K
|
+$112K
|
+2,865
|
+125%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$136K
|
-$2.27K
|
-58
|
-2%
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$129K
|
-$74.6K
|
-1,910
|
-35%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$107K
|
-$39.1K
|
-1,000
|
-26%
|
|
