|
1
|
|
$5.02M
|
-$200K
|
-4,066
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.35M
|
-$333K
|
-6,785
|
-11%
|
|
|
3
|
Claro Advisors
Boston,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$864K
|
-$32.7K
|
-665
|
-3%
|
|
|
5
|
|
$774K
|
-$964K
|
-19,630
|
-53%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$638K
|
+$835
|
+17
|
+0.1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$631K
|
+$102K
|
+2,083
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$625K
|
-$38.5K
|
-784
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$535K
|
-$12.1K
|
-247
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$497K
|
+$22.4K
|
+456
|
+4%
|
|
|
11
|
Personal CFO Solutions
Chester,
New Jersey
|
$434K
|
-$11.2K
|
-228
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$283K
|
-$18.2K
|
-370
|
-5%
|
|
|
13
|
WealthShield Partners
Cary,
North Carolina
|
$267K
|
+$17.3K
|
+353
|
+6%
|
|
|
14
|
Strategy Asset Managers
Pasadena,
California
|
$265K
|
+$296K
|
+6,019
|
New
|
|
|
15
|
QP Wealth Management
Eatontown,
New Jersey
|
$230K
|
-$175K
|
-3,555
|
-40%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$226K
|
+$252K
|
+5,137
|
New
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$198K
|
+$2.26K
|
+46
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$129K
|
+$21.2K
|
+432
|
+17%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$124K
|
+$9.67K
|
+197
|
+8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
-$20.8K
|
-424
|
-21%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$55K
|
-$51.5K
|
-1,049
|
-45%
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
$23K
|
-$26.5K
|
-539
|
-50%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$21K
|
+$23.7K
|
+483
|
New
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$5.94K
|
–
|
–
|
–
|
|
|
25
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2K
|
–
|
–
|
–
|
|
