|
1
|
Shira Ridge Wealth Management
Larkspur,
California
|
$8.47M
|
+$2.23M
|
+49,207
|
+38%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.95M
|
+$3.06M
|
+67,501
|
+67%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.95M
|
+$114K
|
+2,502
|
+2%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$1.82M
|
-$414K
|
-9,111
|
-19%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$905K
|
+$15.1K
|
+333
|
+2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$876K
|
+$11.9K
|
+262
|
+1%
|
|
|
7
|
Hamilton Capital
Columbus,
Ohio
|
$822K
|
-$61.6K
|
-1,357
|
-7%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$567K
|
+$29.8K
|
+656
|
+6%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$567K
|
+$545K
|
+12,010
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$422K
|
-$424K
|
-9,336
|
-51%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$410K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$338K
|
+$45
|
+1
|
+0%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$313K
|
-$927K
|
-20,414
|
-76%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$217K
|
-$12.3K
|
-270
|
-6%
|
|
|
15
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$190K
|
–
|
–
|
–
|
|
|
16
|
|
$80.9K
|
-$91
|
-2
|
-0.1%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$55.3K
|
-$1.77K
|
-39
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$42.3K
|
+$31.5K
|
+693
|
+341%
|
|
|
19
|
Caldwell Sutter Capital
Sausalito,
California
|
$41.6K
|
+$24K
|
+528
|
+150%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$73
|
+$45
|
+1
|
+100%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$255K
|
-5,752
|
Closed
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$77.2K
|
-1,739
|
Closed
|
|
