|
1
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.08M
|
+$4.03M
|
+79,846
|
New
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
+$1.01M
|
+20,113
|
+51%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$33.6K
|
+666
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.87M
|
-$27.2K
|
-539
|
-0.9%
|
|
|
5
|
|
$1.72M
|
-$5.65K
|
-112
|
-0.3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$4.24K
|
-84
|
-0.3%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.25M
|
-$409K
|
-8,111
|
-25%
|
|
|
8
|
|
$1.13M
|
-$148K
|
-2,936
|
-12%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$953K
|
-$49.8K
|
-988
|
-5%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$540K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$356K
|
+$25.2K
|
+500
|
+8%
|
|
|
12
|
Financial Perspectives
Minneapolis,
Minnesota
|
$312K
|
–
|
–
|
–
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$281K
|
–
|
–
|
–
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$279K
|
-$2.52K
|
-50
|
-0.9%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$243K
|
+$240K
|
+4,748
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$213K
|
+$210K
|
+4,164
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$209K
|
-$183K
|
-3,619
|
-47%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$206K
|
-$505
|
-10
|
-0.2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$158K
|
-$5.04K
|
-100
|
-3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$132K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$119K
|
-$5.8K
|
-115
|
-5%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$84K
|
-$112K
|
-2,225
|
-58%
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$75K
|
–
|
–
|
–
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$43.3K
|
+$34.6K
|
+685
|
+420%
|
|
