|
1
|
|
$1.69M
|
+$1.75M
|
+91,305
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$1.56M
|
+$1.61M
|
+84,279
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.52M
|
-$652K
|
-34,080
|
-29%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$1.3M
|
+$146K
|
+7,629
|
+12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1M
|
-$126K
|
-6,588
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$996K
|
+$698K
|
+36,490
|
+212%
|
|
|
7
|
Equitable Holdings
New York
|
$961K
|
+$53.4K
|
+2,791
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$946K
|
+$242K
|
+12,662
|
+33%
|
|
|
9
|
Leo Wealth LLC
Hurst,
Texas
|
$617K
|
-$108K
|
-5,628
|
-14%
|
|
|
10
|
Arete Wealth Advisors
Chicago,
Illinois
|
$585K
|
+$602K
|
+31,509
|
New
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$404K
|
+$28.9K
|
+1,509
|
+7%
|
|
|
12
|
Partners Wealth Management
Carmel By The Sea,
California
|
$347K
|
+$357K
|
+18,693
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$333K
|
+$129K
|
+6,765
|
+60%
|
|
|
14
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$293K
|
–
|
–
|
–
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$212K
|
-$55.5K
|
-2,902
|
-20%
|
|
|
16
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$210K
|
+$73.8K
|
+3,860
|
+52%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$130K
|
+$7.78K
|
+407
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$120K
|
-$559K
|
-29,209
|
-82%
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$99.3K
|
–
|
–
|
–
|
|
|
20
|
|
$96K
|
+$19
|
+1
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.1K
|
-$11.3K
|
-591
|
-16%
|
|
|
23
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$55.9K
|
–
|
–
|
–
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$21.9K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.3K
|
-$4.84K
|
-253
|
-20%
|
|
