|
1
|
LPL Financial
San Diego,
California
|
$3.19M
|
+$273K
|
+9,058
|
+9%
|
|
|
2
|
SOA Wealth Advisors
New York
|
$638K
|
-$31.7K
|
-1,050
|
-4%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$539K
|
-$14.7K
|
-486
|
-3%
|
|
|
4
|
HCR Wealth Advisors
Los Angeles,
California
|
$446K
|
-$52.2K
|
-1,730
|
-10%
|
|
|
5
|
Wedbush Securities
Los Angeles,
California
|
$330K
|
+$48.3K
|
+1,600
|
+16%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$266K
|
+$6.04K
|
+200
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$247K
|
-$461K
|
-15,275
|
-64%
|
|
|
8
|
EPG Wealth Management
Atlanta,
Georgia
|
$245K
|
-$44.3K
|
-1,466
|
-15%
|
|
|
9
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$114K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$92.7K
|
+$31.6K
|
+1,048
|
+47%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
-$7.64K
|
-253
|
-11%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.9K
|
–
|
–
|
–
|
|
|
13
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$40K
|
–
|
–
|
–
|
|
|
14
|
|
$31.4K
|
+$60
|
+2
|
+0.2%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$19.5K
|
+$20.7K
|
+686
|
New
|
|
|
16
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$19.5K
|
–
|
–
|
–
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$17.4K
|
+$18.4K
|
+610
|
New
|
|
|
18
|
Financial Perspectives
Minneapolis,
Minnesota
|
$16.1K
|
–
|
–
|
–
|
|
|
19
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
20
|
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.72K
|
–
|
–
|
–
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.68K
|
-$3.02K
|
-100
|
-33%
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.84K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$3.7K
|
–
|
–
|
–
|
|
