|
1
|
Daiwa Securities Group
Tokyo,
Japan
|
$435M
|
+$9.7M
|
+350,000
|
+2%
|
|
|
2
|
|
$71.1M
|
+$37.2K
|
+1,342
|
+0.1%
|
|
|
3
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.63M
|
+$4.15M
|
+149,800
|
+167%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.81M
|
-$8.35K
|
-301
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.8M
|
-$6.2M
|
-223,736
|
-78%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.54M
|
+$76.2K
|
+2,748
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.4M
|
-$224K
|
-8,087
|
-14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$603K
|
-21,756
|
-34%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$904K
|
+$1.86K
|
+67
|
+0.2%
|
|
|
10
|
US Financial Advisors
Braintree,
Massachusetts
|
$809K
|
+$810K
|
+29,230
|
New
|
|
|
11
|
Perennial Investment Advisors
Los Angeles,
California
|
$725K
|
-$1.28K
|
-46
|
-0.2%
|
|
|
12
|
3D/L Capital Management
Hartford,
Connecticut
|
$717K
|
-$38.9K
|
-1,403
|
-5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$662K
|
+$264K
|
+9,525
|
+66%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$625K
|
-$49.7K
|
-1,793
|
-7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$541K
|
-$7.99K
|
-288
|
-1%
|
|
|
16
|
Smart Portfolios LLC
Seattle,
Washington
|
$495K
|
+$495K
|
+17,867
|
New
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$493K
|
+$49.5K
|
+1,784
|
+11%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$462K
|
+$13.2K
|
+476
|
+3%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$456K
|
-$9.6K
|
-346
|
-2%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$412K
|
-$229K
|
-8,272
|
-36%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$376K
|
+$39.8K
|
+1,434
|
+12%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$361K
|
+$78.7K
|
+2,839
|
+28%
|
|
|
23
|
Rede Wealth
Charlottesville,
Virginia
|
$208K
|
+$208K
|
+7,499
|
New
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$195K
|
+$178K
|
+6,426
|
+1,036%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$123K
|
+$33.1K
|
+1,194
|
+37%
|
|
