|
1
|
Wells Fargo
San Francisco,
California
|
$2.54M
|
-$125K
|
-2,429
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$956K
|
+$926
|
+18
|
+0.1%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$843K
|
-$52.3K
|
-1,018
|
-6%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$581K
|
-$20.5K
|
-398
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$503K
|
-$31.5K
|
-612
|
-6%
|
|
|
6
|
|
$491K
|
+$450K
|
+8,742
|
New
|
|
|
7
|
|
$479K
|
-$230K
|
-4,467
|
-34%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$436K
|
-$12.2K
|
-238
|
-3%
|
|
|
9
|
|
$405K
|
-$617
|
-12
|
-0.2%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$388K
|
-$233K
|
-4,536
|
-40%
|
|
|
11
|
Strategy Asset Managers
Pasadena,
California
|
$293K
|
-$10.8K
|
-210
|
-4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
-$669
|
-13
|
-0.3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
-$25.6K
|
-497
|
-19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$38.3K
|
-$40.2K
|
-781
|
-53%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.12K
|
–
|
–
|
–
|
|
|
17
|
|
$499
|
-$206
|
-4
|
-33%
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$50.3K
|
-10,524
|
Closed
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$275K
|
-5,603
|
Closed
|
|
|
20
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$234K
|
-4,766
|
Closed
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$24.5K
|
-500
|
Closed
|
|
