|
1
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.2M
|
+$102K
|
+3,990
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.87M
|
-$34.8K
|
-1,357
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
+$136K
|
+5,302
|
+11%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$1.12M
|
+$153K
|
+5,966
|
+16%
|
|
|
5
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.01M
|
+$1.02M
|
+39,991
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$618K
|
-$100K
|
-3,922
|
-14%
|
|
|
7
|
4Thought Financial Group
Syosset,
New York
|
$412K
|
-$22.9K
|
-895
|
-5%
|
|
|
8
|
Equitable Holdings
New York
|
$378K
|
+$24.7K
|
+966
|
+7%
|
|
|
9
|
VestGen Advisors
Inverness,
Illinois
|
$367K
|
+$371K
|
+14,473
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$326K
|
-$794
|
-31
|
-0.2%
|
|
|
11
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$257K
|
+$262K
|
+10,237
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$213K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$152K
|
–
|
–
|
–
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$56.2K
|
+$57.2K
|
+2,234
|
New
|
|
|
15
|
|
$25.2K
|
+$25.6K
|
+1,000
|
New
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$19.9K
|
+$20.3K
|
+792
|
New
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Community Financial Services Group
Newport,
Vermont
|
$3.15K
|
+$3.2K
|
+125
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$1.64K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$671
|
-26
|
Closed
|
|
