|
1
|
CPWM LLC
Seattle,
Washington
|
$7.7M
|
–
|
–
|
–
|
|
|
2
|
Equitable Holdings
New York
|
$4.67M
|
–
|
–
|
–
|
|
|
3
|
|
$2.4M
|
+$116K
|
+3,092
|
+5%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.3M
|
+$24.6K
|
+655
|
+1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
-$32.4K
|
-863
|
-2%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$960K
|
-$22.5K
|
-600
|
-2%
|
|
|
7
|
Cardiff Park Advisors
Carlsbad,
California
|
$845K
|
+$851K
|
+22,693
|
New
|
|
|
8
|
SimplyRich
Carlsbad,
California
|
$802K
|
–
|
–
|
–
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$646K
|
-$9.46K
|
-252
|
-1%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$592K
|
–
|
–
|
–
|
|
|
11
|
Schoolcraft Capital
Boulder,
Colorado
|
$587K
|
+$6.83K
|
+182
|
+1%
|
|
|
12
|
SOA Wealth Advisors
New York
|
$406K
|
-$51.6K
|
-1,375
|
-11%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$399K
|
+$525
|
+14
|
+0.1%
|
|
|
14
|
|
$399K
|
+$41.9K
|
+1,116
|
+12%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$368K
|
-$11.9K
|
-316
|
-3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$273K
|
+$275K
|
+7,316
|
New
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$270K
|
-$26.1K
|
-695
|
-9%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$254K
|
-$6.27K
|
-167
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$209K
|
–
|
–
|
–
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$201K
|
-$825
|
-22
|
-0.4%
|
|
|
21
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$201K
|
+$203K
|
+5,400
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$197K
|
+$4.88K
|
+130
|
+3%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$137K
|
+$188
|
+5
|
+0.1%
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$119K
|
-$11.4K
|
-305
|
-9%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$108K
|
+$713
|
+19
|
+0.7%
|
|
