|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$4.25M
|
+$214K
|
+6,858
|
+5%
|
|
|
2
|
|
$3.96M
|
-$1.31M
|
-41,991
|
-25%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$3.41M
|
-$5.57K
|
-178
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
+$146K
|
+4,664
|
+4%
|
|
|
5
|
|
$3.19M
|
+$2.48M
|
+79,342
|
+341%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
-$2.1M
|
-67,262
|
-50%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2M
|
-$147K
|
-4,692
|
-7%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.77M
|
-$45.7K
|
-1,460
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.54M
|
+$717K
|
+22,932
|
+86%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.12M
|
+$222K
|
+7,095
|
+24%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1M
|
-$62.3K
|
-1,991
|
-6%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$857K
|
+$115K
|
+3,672
|
+15%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$789K
|
+$793K
|
+25,359
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$684K
|
-$38.5K
|
-1,231
|
-5%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$651K
|
+$643K
|
+20,573
|
New
|
|
|
16
|
Horizons Wealth Management
Asheville,
North Carolina
|
$232K
|
-$5.04K
|
-161
|
-2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.2K
|
-$9.1K
|
-291
|
-26%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.7K
|
–
|
–
|
–
|
|
|
19
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
–
|
-$140K
|
-4,563
|
Closed
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
–
|
-$39K
|
-1,130
|
Closed
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$32.3K
|
-1,050
|
Closed
|
|
