|
1
|
Wells Fargo
San Francisco,
California
|
$4.39M
|
+$1.92M
|
+39,838
|
+82%
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$994K
|
-$83.6K
|
-1,738
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$842K
|
+$34.2K
|
+711
|
+4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$822K
|
+$10.2K
|
+211
|
+1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$628K
|
-$15.6K
|
-324
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$484K
|
-$59.1K
|
-1,228
|
-11%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$419K
|
+$32.5K
|
+676
|
+9%
|
|
|
8
|
|
$414K
|
-$462K
|
-9,603
|
-53%
|
|
|
9
|
|
$408K
|
-$79.6K
|
-1,654
|
-17%
|
|
|
10
|
Claro Advisors
Boston,
Massachusetts
|
$400K
|
-$265K
|
-5,513
|
-41%
|
|
|
11
|
WealthShield Partners
Cary,
North Carolina
|
$288K
|
+$11.4K
|
+237
|
+4%
|
|
|
12
|
Strategy Asset Managers
Pasadena,
California
|
$269K
|
-$28.9K
|
-600
|
-10%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$232K
|
-$349K
|
-7,246
|
-61%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231K
|
-$47.4K
|
-986
|
-17%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$22.4K
|
+465
|
+27%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$100K
|
+$385
|
+8
|
+0.4%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$77.2K
|
+$73.6K
|
+1,530
|
New
|
|
|
18
|
Activest Wealth Management
Aventure,
Florida
|
$39.6K
|
+$116K
|
+2,403
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
-$19.8K
|
-412
|
-51%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$12K
|
+250
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$992
|
–
|
–
|
–
|
|
|
22
|
|
$38
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$445K
|
-9,306
|
Closed
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$263K
|
-5,504
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$5.11K
|
-107
|
Closed
|
|
