|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.2M
|
+$854K
|
+11,957
|
+19%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$3.8M
|
-$235K
|
-3,295
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.54M
|
-$6.71K
|
-94
|
-0.2%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$3.21M
|
+$2.72M
|
+38,115
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.47M
|
-$127K
|
-1,785
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$592K
|
+8,285
|
+133%
|
|
|
7
|
|
$924K
|
+$540K
|
+7,555
|
+220%
|
|
|
8
|
Opulen Financial Group
Arlington,
Virginia
|
$917K
|
-$33.3K
|
-466
|
-4%
|
|
|
9
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$838K
|
-$21.1K
|
-296
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$745K
|
-$864K
|
-12,101
|
-58%
|
|
|
11
|
Two Sigma Investments
New York
|
$665K
|
+$564K
|
+7,900
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$577K
|
-$158K
|
-2,207
|
-24%
|
|
|
13
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$514K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$472K
|
-$9.93K
|
-139
|
-2%
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
$455K
|
-$5.14K
|
-72
|
-1%
|
|
|
16
|
|
$424K
|
–
|
–
|
–
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$389K
|
-$15.6K
|
-219
|
-5%
|
|
|
18
|
BOS Asset Management
Springfield,
Illinois
|
$346K
|
-$16.1K
|
-225
|
-5%
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$321K
|
+$1K
|
+14
|
+0.4%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$251K
|
+$213K
|
+2,986
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$250K
|
–
|
–
|
–
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$224K
|
+$181K
|
+2,531
|
New
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$218K
|
-$42.1K
|
-590
|
-19%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$211K
|
+$179K
|
+2,503
|
New
|
|
|
25
|
|
$203K
|
+$172K
|
+2,415
|
New
|
|
