|
1
|
|
$5.34M
|
+$130K
|
+2,304
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.32M
|
+$182K
|
+3,231
|
+4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.43M
|
–
|
–
|
–
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$4.1M
|
+$334K
|
+5,912
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.43M
|
+$2.37M
|
+42,024
|
+261%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.41M
|
+$106K
|
+1,871
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$2.3M
|
-$741K
|
-13,132
|
-25%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.81M
|
+$111K
|
+1,963
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.75M
|
-$327K
|
-5,800
|
-16%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$1.53M
|
+$1.46M
|
+25,883
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.26M
|
-$44.6K
|
-790
|
-4%
|
|
|
12
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$853K
|
-$47.4K
|
-839
|
-5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$293K
|
-$65.3K
|
-1,157
|
-19%
|
|
|
14
|
Single Point Partners
Boston,
Massachusetts
|
$263K
|
+$68.5K
|
+1,214
|
New
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$236K
|
+$45.4K
|
+804
|
+25%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$212K
|
+$202K
|
+3,581
|
New
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$156K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$57K
|
-$63.9K
|
-1,132
|
-54%
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
$28K
|
+$26.7K
|
+473
|
New
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$17K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$15K
|
-$48K
|
-850
|
-78%
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$217K
|
-4,311
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$339
|
+6
|
New
|
|
