|
1
|
|
$4.42M
|
+$4.04M
|
+53,962
|
+999%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.58M
|
+$1.46M
|
+19,473
|
+1,067%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.23M
|
+$183K
|
+2,450
|
+17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$866K
|
-$99.3K
|
-1,326
|
-10%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$858K
|
-$64.5K
|
-862
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$620K
|
+$187K
|
+2,496
|
+43%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$569K
|
+$179K
|
+2,394
|
+46%
|
|
|
8
|
|
$509K
|
+$512K
|
+6,841
|
New
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$503K
|
+$42.9K
|
+573
|
+9%
|
|
|
10
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$402K
|
+$404K
|
+5,400
|
New
|
|
|
11
|
Equitable Holdings
New York
|
$323K
|
+$325K
|
+4,344
|
New
|
|
|
12
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$321K
|
+$323K
|
+4,309
|
New
|
|
|
13
|
Strategy Asset Managers
Pasadena,
California
|
$312K
|
-$75.9K
|
-1,014
|
-19%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$259K
|
+$261K
|
+3,485
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$230K
|
-$55.7K
|
-744
|
-19%
|
|
|
16
|
Claro Advisors
Boston,
Massachusetts
|
$206K
|
+$208K
|
+2,772
|
New
|
|
|
17
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$106K
|
+$107K
|
+1,426
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$50.4K
|
+$28.7K
|
+383
|
+130%
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$28.1K
|
+$28.3K
|
+378
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.9K
|
+$22K
|
+294
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.93K
|
+$1.95K
|
+26
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.49K
|
–
|
–
|
–
|
|
|
24
|
|
$579
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$207
|
-3
|
Closed
|
|
