|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$130M
|
-$1.28K
|
-47
|
-0%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$61.8M
|
-$885K
|
-32,434
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$220K
|
-8,050
|
-2%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.29M
|
+$6.28M
|
+230,310
|
New
|
|
|
5
|
|
$3.96M
|
-$84K
|
-3,079
|
-2%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.06M
|
-$712K
|
-26,115
|
-40%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$983K
|
+$15.7K
|
+574
|
+2%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$747K
|
+$74K
|
+2,714
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$529K
|
-$12.6K
|
-462
|
-2%
|
|
|
10
|
|
$469K
|
-$561K
|
-20,555
|
-55%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$308K
|
+$41.8K
|
+1,534
|
+16%
|
|
|
12
|
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
|
$238K
|
+$238K
|
+8,716
|
New
|
|
|
13
|
AlphaCore Capital
La Jolla,
California
|
$56K
|
+$5.73K
|
+210
|
+11%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$31.8K
|
+$27
|
+1
|
+0.1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.1K
|
-$9.79K
|
-359
|
-28%
|
|
|
16
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$24.5K
|
-$109
|
-4
|
-0.4%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$23.5K
|
+$9.14K
|
+335
|
+64%
|
|
|
18
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$15.6K
|
–
|
–
|
–
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$14.7K
|
–
|
–
|
–
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$10.4K
|
-$300
|
-11
|
-3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.53K
|
+$8.51K
|
+312
|
New
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$8.2K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.52K
|
–
|
–
|
–
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$6.2K
|
–
|
–
|
–
|
|
