|
1
|
Shira Ridge Wealth Management
Larkspur,
California
|
$5.77M
|
+$5.21M
|
+124,397
|
+2,185%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$51.4K
|
+1,228
|
+1%
|
|
|
3
|
Bank of New York Mellon
New York
|
$4.47M
|
-$197K
|
-4,712
|
-4%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$2.12M
|
+$98.7K
|
+2,359
|
+5%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$655K
|
+15,656
|
+138%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$835K
|
-$7.83K
|
-187
|
-1%
|
|
|
7
|
Hamilton Capital
Columbus,
Ohio
|
$832K
|
-$4.81K
|
-115
|
-0.6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$811K
|
+$5.19K
|
+124
|
+0.7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$811K
|
-$1.1M
|
-26,199
|
-59%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$504K
|
+$112K
|
+2,678
|
+31%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$385K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$255K
|
+$241K
|
+5,752
|
New
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$216K
|
-$56.1K
|
-1,340
|
-22%
|
|
|
15
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$178K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$77.2K
|
+$72.8K
|
+1,739
|
New
|
|
|
17
|
|
$76.1K
|
+$126
|
+3
|
+0.2%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$53.7K
|
+$167
|
+4
|
+0.3%
|
|
|
19
|
Caldwell Sutter Capital
Sausalito,
California
|
$15.6K
|
+$14.7K
|
+352
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.01K
|
-$7.83K
|
-187
|
-48%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$60
|
–
|
–
|
–
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$244K
|
-6,043
|
Closed
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$3.88K
|
-96
|
Closed
|
|
