|
1
|
LPL Financial
San Diego,
California
|
$4.29M
|
-$61.4K
|
-1,198
|
-1%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.92M
|
+$103
|
+2
|
+0%
|
|
|
3
|
|
$2.29M
|
-$28.1K
|
-549
|
-1%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$959K
|
+$99.3K
|
+1,937
|
+12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$731K
|
-$48.9K
|
-953
|
-6%
|
|
|
6
|
|
$581K
|
-$35.2K
|
-686
|
-6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$511K
|
+$205
|
+4
|
+0%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$426K
|
–
|
–
|
–
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$326K
|
+$6.2K
|
+121
|
+2%
|
|
|
10
|
Evanson Financial
Mclean,
Virginia
|
$309K
|
+$309K
|
+6,021
|
New
|
|
|
11
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$303K
|
+$359
|
+7
|
+0.1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$267K
|
+$267K
|
+5,205
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$265K
|
+$718
|
+14
|
+0.3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$232K
|
–
|
–
|
–
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$218K
|
+$218K
|
+4,249
|
New
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$168K
|
-$12.7K
|
-247
|
-7%
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$152K
|
+$65.5K
|
+1,277
|
+76%
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$109K
|
-$564
|
-11
|
-0.5%
|
|
|
21
|
Bellevue Asset Management
Bellevue,
Washington
|
$98.5K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$96.4K
|
–
|
–
|
–
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$92.2K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$64K
|
+$308
|
+6
|
+0.5%
|
|
|
25
|
|
$56.9K
|
–
|
–
|
–
|
|
