|
1
|
Equitable Holdings
New York
|
$4.43M
|
–
|
–
|
–
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$2.66M
|
-$4.71M
|
-132,678
|
-64%
|
|
|
3
|
|
$2.6M
|
+$316K
|
+8,885
|
+14%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.13M
|
-$53.4K
|
-1,504
|
-2%
|
|
|
5
|
|
$1.74M
|
+$1.36M
|
+38,405
|
+359%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$438K
|
-12,322
|
-29%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$853K
|
-$59.5K
|
-1,674
|
-6%
|
|
|
8
|
Cardiff Park Advisors
Carlsbad,
California
|
$807K
|
+$3.55K
|
+100
|
+0.4%
|
|
|
9
|
SimplyRich
Carlsbad,
California
|
$761K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$622K
|
+$365K
|
+10,260
|
+140%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$612K
|
-$1.6K
|
-45
|
-0.3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$565K
|
–
|
–
|
–
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$540K
|
-$18.4K
|
-518
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$388K
|
+$39.1K
|
+1,101
|
+11%
|
|
|
15
|
SOA Wealth Advisors
New York
|
$327K
|
-$59.5K
|
-1,674
|
-15%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$259K
|
–
|
–
|
–
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$251K
|
+$7.5K
|
+211
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$199K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$182K
|
-$198K
|
-5,561
|
-52%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$163K
|
-$24.2K
|
-680
|
-13%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$113K
|
–
|
–
|
–
|
|
|
22
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$85K
|
-$17.7K
|
-497
|
-17%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$85K
|
+$8.35K
|
+235
|
+11%
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$56K
|
–
|
–
|
–
|
|
|
25
|
Front Row Advisors
Tiburon,
California
|
$30K
|
–
|
–
|
–
|
|
