|
1
|
Shira Ridge Wealth Management
Larkspur,
California
|
$8.86M
|
+$438K
|
+9,448
|
+5%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.58M
|
-$316K
|
-6,817
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.2M
|
+$277K
|
+5,985
|
+6%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$2.2M
|
+$385K
|
+8,311
|
+22%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$886K
|
+19,117
|
+289%
|
|
|
6
|
Hamilton Capital
Columbus,
Ohio
|
$902K
|
+$83.4K
|
+1,799
|
+10%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$642K
|
+$76.7K
|
+1,655
|
+14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$560K
|
-$335K
|
-7,229
|
-38%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$511K
|
-$355K
|
-7,661
|
-41%
|
|
|
10
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$476K
|
+$470K
|
+10,130
|
New
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$450K
|
+$41.7K
|
+900
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$401K
|
-$18K
|
-389
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$336K
|
+$46
|
+1
|
+0%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$216K
|
–
|
–
|
–
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$205K
|
+$209K
|
+4,500
|
New
|
|
|
16
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$190K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$88.7K
|
+1,914
|
+214%
|
|
|
18
|
|
$80.4K
|
-$46
|
-1
|
-0.1%
|
|
|
19
|
Caldwell Sutter Capital
Sausalito,
California
|
$57.9K
|
+$16.3K
|
+352
|
+40%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$55.2K
|
+$232
|
+5
|
+0.4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$50
|
-$46
|
-1
|
-50%
|
|
