|
1
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$2.86M
|
+48,166
|
+22%
|
|
|
2
|
|
$7.63M
|
-$21.8M
|
-367,489
|
-74%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.27M
|
-$529K
|
-8,904
|
-11%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.14M
|
+$194K
|
+3,262
|
+10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.8M
|
+$185K
|
+3,114
|
+12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$317K
|
+5,334
|
+26%
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$1.13M
|
+$1.12M
|
+18,815
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$952K
|
+$448K
|
+7,552
|
+90%
|
|
|
9
|
|
$939K
|
+$437K
|
+7,355
|
+88%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$751K
|
+$745K
|
+12,544
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$669K
|
-$1.8M
|
-30,301
|
-73%
|
|
|
12
|
Elkhorn Partners
Omaha,
Nebraska
|
$656K
|
+$29.7K
|
+500
|
+5%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$629K
|
-$148K
|
-2,500
|
-19%
|
|
|
14
|
Partnervest Advisory Services
Santa Barbara,
California
|
$352K
|
-$96.5K
|
-1,625
|
-22%
|
|
|
15
|
Renaissance Technologies
New York
|
$248K
|
+$246K
|
+4,150
|
New
|
|
|
16
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$165K
|
–
|
–
|
–
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$142K
|
-$3.09K
|
-52
|
-2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$105K
|
+$308K
|
+5,182
|
+300%
|
|
|
19
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$65K
|
+$9.68K
|
+163
|
+15%
|
|
|
20
|
RBC Europe
London,
United Kingdom
|
$64.2K
|
-$59
|
-1
|
-0.1%
|
|
|
21
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$60K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$40K
|
-$3.27K
|
-55
|
-8%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
-$59
|
-1
|
-0.2%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13K
|
-$59
|
-1
|
-0.5%
|
|
