|
1
|
|
$4.78M
|
+$628K
|
+5,266
|
+15%
|
|
|
2
|
Zacks Investment Management
Chicago,
Illinois
|
$4.67M
|
-$351K
|
-2,947
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
+$102K
|
+856
|
+3%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.61M
|
+$601K
|
+5,043
|
+60%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$450K
|
-$17.6K
|
-148
|
-4%
|
|
|
6
|
|
$431K
|
+$432K
|
+3,628
|
New
|
|
|
7
|
Avalon Capital Management
Port Of Redwood City,
California
|
$191K
|
+$191K
|
+1,606
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$169K
|
+$170K
|
+1,430
|
New
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$56K
|
+$55.8K
|
+468
|
New
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$49K
|
+$49.2K
|
+413
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$42K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$9K
|
-$6.79K
|
-57
|
-44%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8K
|
+$8.94K
|
+75
|
New
|
|
|
14
|
Private Capital Group
West Hartford,
Connecticut
|
$3K
|
-$2.38K
|
-20
|
-39%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
16
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$2K
|
+$1.91K
|
+16
|
New
|
|
|
17
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
–
|
-$816K
|
-6,913
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$183K
|
-1,639
|
Closed
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$172K
|
-1,538
|
Closed
|
|
|
20
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
–
|
-$39K
|
-345
|
Closed
|
|
