|
1
|
Daiwa Securities Group
Tokyo,
Japan
|
$467M
|
+$43M
|
+1,350,000
|
+10%
|
|
|
2
|
|
$84.9M
|
-$11.1M
|
-349,377
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.99M
|
-$1.09M
|
-34,330
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.02M
|
+$2.2M
|
+69,103
|
+288%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.05M
|
-$244K
|
-7,675
|
-11%
|
|
|
6
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.76M
|
-$76.4K
|
-2,401
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.64M
|
-$615K
|
-19,327
|
-28%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1M
|
+$45.1K
|
+1,416
|
+5%
|
|
|
9
|
3D/L Capital Management
Hartford,
Connecticut
|
$869K
|
+$39.4K
|
+1,238
|
+5%
|
|
|
10
|
Perennial Investment Advisors
Los Angeles,
California
|
$848K
|
+$166K
|
+5,202
|
+25%
|
|
|
11
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$790K
|
-$29K
|
-910
|
-4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$751K
|
+$9.13K
|
+287
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$667K
|
+$89.9K
|
+2,825
|
+16%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$638K
|
-$59.3K
|
-1,863
|
-9%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$614K
|
-$2.52K
|
-79
|
-0.4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$561K
|
+$7.51K
|
+236
|
+1%
|
|
|
17
|
|
$502K
|
+$493K
|
+15,481
|
New
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$457K
|
+$106K
|
+3,345
|
+31%
|
|
|
19
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$410K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$387K
|
+$19.1K
|
+599
|
+5%
|
|
|
21
|
Seaview Investment Managers
Miami,
Florida
|
$370K
|
-$21.6K
|
-680
|
-6%
|
|
|
22
|
Stegent Equity Advisors
Houston,
Texas
|
$332K
|
+$1.08K
|
+34
|
+0.3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$320K
|
+$43.2K
|
+1,356
|
+17%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$303K
|
+$298K
|
+9,350
|
New
|
|
|
25
|
Smart Portfolios LLC
Seattle,
Washington
|
$280K
|
+$10.5K
|
+329
|
+4%
|
|
