|
1
|
Joseph Group Capital Management
Columbus,
Ohio
|
$10.3M
|
+$1.41M
|
+30,877
|
+14%
|
|
|
2
|
Legacy Wealth Planning
Reno,
Nevada
|
$5.05M
|
-$1.1M
|
-24,105
|
-16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.95M
|
-$208K
|
-4,560
|
-5%
|
|
|
4
|
|
$2.72M
|
+$3.02M
|
+66,031
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
+$110K
|
+2,396
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
-$16.5K
|
-360
|
-0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
-$417K
|
-9,118
|
-22%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$1.03M
|
+$516K
|
+11,289
|
+82%
|
|
|
9
|
|
$992K
|
+$367K
|
+8,024
|
+50%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$765K
|
-$1.78K
|
-39
|
-0.2%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$749K
|
-$427K
|
-9,345
|
-34%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$543K
|
+$59.2K
|
+1,295
|
+11%
|
|
|
13
|
Flow Traders U.S.
New York
|
$458K
|
+$509K
|
+11,138
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$297K
|
–
|
–
|
–
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$257K
|
+$285K
|
+6,245
|
New
|
|
|
16
|
Financial Perspectives
Minneapolis,
Minnesota
|
$251K
|
–
|
–
|
–
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$227K
|
–
|
–
|
–
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$207K
|
-$8.87K
|
-194
|
-4%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$191K
|
-$823
|
-18
|
-0.4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$162K
|
-$594
|
-13
|
-0.3%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$149K
|
+$57.5K
|
+1,257
|
+53%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$68K
|
+$229
|
+5
|
+0.3%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$61.3K
|
–
|
–
|
–
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$37.1K
|
+$2.51K
|
+55
|
+6%
|
|
|
25
|
Global Financial Private Client
Sarasota,
Florida
|
$19.7K
|
–
|
–
|
–
|
|
