|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.92M
|
-$241K
|
-8,986
|
-3%
|
|
|
2
|
|
$4.65M
|
+$1.75M
|
+65,344
|
+65%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.14M
|
+$5.33M
|
+198,840
|
New
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$3.46M
|
+$3.33M
|
+124,156
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
-$260K
|
-9,720
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$193K
|
-7,206
|
-6%
|
|
|
7
|
|
$2.33M
|
+$79.7K
|
+2,974
|
+4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$953K
|
+$86.8K
|
+3,242
|
+10%
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$878K
|
-$74.5K
|
-2,782
|
-8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$604K
|
+$77K
|
+2,874
|
+15%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$586K
|
+$113K
|
+4,214
|
+25%
|
|
|
12
|
3D Asset Management
Hartford,
Connecticut
|
$571K
|
-$214
|
-8
|
-0%
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$451K
|
+$433K
|
+16,148
|
New
|
|
|
14
|
Capital One Investing
Mclean,
Virginia
|
$429K
|
-$112K
|
-4,184
|
-21%
|
|
|
15
|
|
$410K
|
+$394K
|
+14,698
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$372K
|
+$357K
|
+13,320
|
New
|
|
|
17
|
Well Done LLC
Holland,
Michigan
|
$305K
|
+$11.7K
|
+438
|
+4%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$292K
|
-$65.3K
|
-2,436
|
-19%
|
|
|
19
|
Lantz Financial
Naperville,
Illinois
|
$241K
|
+$231K
|
+8,620
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
-$20.1K
|
-752
|
-14%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$110K
|
-$4.34K
|
-162
|
-4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$93K
|
-$21.6K
|
-806
|
-20%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$61K
|
-$7.39K
|
-276
|
-11%
|
|
|
24
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$31K
|
+$54
|
+2
|
+0.2%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
