|
1
|
|
$16.2M
|
-$1.9M
|
-115,020
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
-$133K
|
-8,040
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.65M
|
+$19.2K
|
+1,164
|
+1%
|
|
|
4
|
ASB Consultores
Aventura,
Florida
|
$1.38M
|
+$106K
|
+6,400
|
+8%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$292K
|
+17,708
|
+38%
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1M
|
+$1.01M
|
+61,444
|
New
|
|
|
7
|
9258 Wealth Management
Blue Ash,
Ohio
|
$880K
|
–
|
–
|
–
|
|
|
8
|
RMR Capital Management
Tustin,
California
|
$822K
|
+$660
|
+40
|
+0.1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$772K
|
-$137K
|
-8,324
|
-15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$732K
|
+$68.1K
|
+4,124
|
+10%
|
|
|
11
|
Bosun Asset Management
Chicago,
Illinois
|
$663K
|
–
|
–
|
–
|
|
|
12
|
Axiom Advisory
San Diego,
California
|
$644K
|
+$645K
|
+39,060
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$571K
|
-$4.95K
|
-300
|
-0.9%
|
|
|
14
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$420K
|
–
|
–
|
–
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$326K
|
+$66.6K
|
+4,036
|
+26%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$302K
|
+$14.9K
|
+900
|
+5%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$266K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$214K
|
–
|
–
|
–
|
|
|
19
|
Sensible Money
Scottsdale,
Arizona
|
$214K
|
–
|
–
|
–
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$203K
|
–
|
–
|
–
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$110K
|
–
|
–
|
–
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$49.7K
|
–
|
–
|
–
|
|
|
23
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$32.8K
|
–
|
–
|
–
|
|
|
24
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$26.5K
|
–
|
–
|
–
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$23.6K
|
+$23.5K
|
+1,424
|
New
|
|
