|
1
|
Wells Fargo
San Francisco,
California
|
$2.34M
|
-$2.07M
|
-40,768
|
-46%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$833K
|
+$813
|
+16
|
+0.1%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$785K
|
-$28.5K
|
-560
|
-3%
|
|
|
4
|
|
$637K
|
+$236K
|
+4,637
|
+56%
|
|
|
5
|
Prospera Financial Services
Dallas,
Texas
|
$561K
|
-$437K
|
-8,604
|
-43%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$526K
|
-$97.7K
|
-1,923
|
-15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$468K
|
-$10K
|
-197
|
-2%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$392K
|
-$22.6K
|
-444
|
-5%
|
|
|
9
|
|
$353K
|
-$51.7K
|
-1,017
|
-12%
|
|
|
10
|
WealthShield Partners
Cary,
North Carolina
|
$275K
|
-$10.7K
|
-210
|
-4%
|
|
|
11
|
Strategy Asset Managers
Pasadena,
California
|
$266K
|
–
|
–
|
–
|
|
|
12
|
Claro Advisors
Boston,
Massachusetts
|
$234K
|
-$168K
|
-3,302
|
-41%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
+$305
|
+6
|
+0.1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
+$21.6K
|
+424
|
+20%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$71.7K
|
-$28.5K
|
-560
|
-28%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$50.3K
|
+$535K
|
+10,524
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$24.5K
|
+$25.4K
|
+500
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$51
|
+1
|
+0.4%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$980
|
–
|
–
|
–
|
|
|
20
|
|
$629
|
+$559
|
+11
|
+1,100%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$232K
|
-4,685
|
Closed
|
|
|
22
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$39.6K
|
-2,403
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$77.2K
|
-1,530
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$20K
|
-396
|
Closed
|
|
