|
1
|
|
$19.6M
|
+$566K
|
+41,592
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
-$119K
|
-8,748
|
-7%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
+$1.18M
|
+86,428
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$913K
|
-$47.1K
|
-3,460
|
-5%
|
|
|
5
|
9258 Wealth Management
Blue Ash,
Ohio
|
$708K
|
-$2.72K
|
-200
|
-0.4%
|
|
|
6
|
ASB Consultores
Aventura,
Florida
|
$706K
|
+$417K
|
+30,608
|
+137%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$623K
|
-$22.5K
|
-1,652
|
-3%
|
|
|
8
|
Bosun Asset Management
Chicago,
Illinois
|
$533K
|
–
|
–
|
–
|
|
|
9
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$533K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$462K
|
–
|
–
|
–
|
|
|
11
|
CWA Asset Management Group
Naples,
Florida
|
$346K
|
–
|
–
|
–
|
|
|
12
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$338K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$210K
|
-$775K
|
-56,968
|
-78%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$172K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
+$29.4K
|
+2,160
|
+21%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$150K
|
-$5.44K
|
-400
|
-3%
|
|
|
18
|
Activest Wealth Management
Aventure,
Florida
|
$46.4K
|
–
|
–
|
–
|
|
|
19
|
ICA Group Wealth Management
Denver,
Colorado
|
$32.2K
|
+$32.9K
|
+2,416
|
New
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$32K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$29K
|
-$15.8K
|
-1,164
|
-34%
|
|
|
22
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$26.4K
|
–
|
–
|
–
|
|
|
23
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$16K
|
+$16.3K
|
+1,200
|
New
|
|
|
25
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$8.05K
|
–
|
–
|
–
|
|
