|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.77M
|
+$166K
|
+1,565
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.75M
|
-$152K
|
-1,432
|
-5%
|
|
|
3
|
Zacks Investment Management
Chicago,
Illinois
|
$2.55M
|
-$259K
|
-2,442
|
-9%
|
|
|
4
|
|
$1.17M
|
+$22.7K
|
+214
|
+2%
|
|
|
5
|
Rockland Trust
Hanover,
Massachusetts
|
$1.13M
|
+$226K
|
+2,133
|
+23%
|
|
|
6
|
|
$450K
|
+$141K
|
+1,331
|
+42%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$447K
|
-$17.4K
|
-164
|
-4%
|
|
|
8
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$420K
|
-$75.5K
|
-712
|
-14%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$318K
|
-$71.8K
|
-678
|
-18%
|
|
|
10
|
|
$168K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$158K
|
–
|
–
|
–
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$149K
|
–
|
–
|
–
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$128K
|
+$136K
|
+1,284
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$93K
|
+$26.1K
|
+246
|
+37%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$44K
|
+$318
|
+3
|
+0.7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$35K
|
–
|
–
|
–
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$24K
|
+$25.1K
|
+237
|
New
|
|
|
18
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
-$1.38K
|
-13
|
-21%
|
|
|
20
|
Private Capital Group
West Hartford,
Connecticut
|
$2K
|
-$1.59K
|
-15
|
-48%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$353K
|
-3,273
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$343K
|
-3,172
|
Closed
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$9K
|
-80
|
Closed
|
|
