|
1
|
Wells Fargo
San Francisco,
California
|
$2.32M
|
-$479K
|
-9,872
|
-17%
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$1.04M
|
+$140K
|
+2,887
|
+15%
|
|
|
3
|
|
$858K
|
+$444K
|
+9,163
|
+104%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$782K
|
+$192K
|
+3,955
|
+32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$777K
|
+$200K
|
+4,128
|
+34%
|
|
|
6
|
Claro Advisors
Boston,
Massachusetts
|
$649K
|
-$292K
|
-6,013
|
-31%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$620K
|
-$42.9K
|
-884
|
-6%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$570K
|
+$32.1K
|
+663
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$525K
|
+$34.3K
|
+708
|
+7%
|
|
|
10
|
|
$472K
|
-$4.54M
|
-93,553
|
-90%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$445K
|
+$164K
|
+3,384
|
+57%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$371K
|
+$52.2K
|
+1,077
|
+16%
|
|
|
13
|
Strategy Asset Managers
Pasadena,
California
|
$288K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$269K
|
-$32.9K
|
-678
|
-11%
|
|
|
15
|
WealthShield Partners
Cary,
North Carolina
|
$266K
|
-$25.2K
|
-519
|
-9%
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$263K
|
-$9.11K
|
-188
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$96.2K
|
-$48.5K
|
-1,000
|
-33%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.3K
|
-$242
|
-5
|
-0.3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
+$9.02K
|
+186
|
+30%
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$5.11K
|
–
|
–
|
–
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.1K
|
+$2.13K
|
+44
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$955
|
–
|
–
|
–
|
|
|
23
|
|
$37
|
–
|
–
|
–
|
|
|
24
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$42.9K
|
-10,848
|
Closed
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$217K
|
-4,551
|
Closed
|
|
