|
1
|
Atria Investments
Charlotte,
North Carolina
|
$3.07M
|
+$2.97M
|
+83,616
|
New
|
|
|
2
|
|
$2.82M
|
+$1.56M
|
+43,810
|
+133%
|
|
|
3
|
|
$2.19M
|
-$7.29K
|
-205
|
-0.3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
+$10.9K
|
+306
|
+0.8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$906K
|
+$2.03K
|
+57
|
+0.2%
|
|
|
6
|
Pinnacle Associates
New York
|
$489K
|
-$3.59K
|
-101
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$467K
|
+$2.92K
|
+82
|
+0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$304K
|
+$294K
|
+8,257
|
New
|
|
|
9
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$214K
|
-$545K
|
-15,331
|
-72%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$210K
|
-$122K
|
-3,442
|
-38%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$184K
|
-$236K
|
-6,626
|
-57%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$168K
|
+$13.9K
|
+390
|
+9%
|
|
|
14
|
Citizens Financial Group
Providence,
Rhode Island
|
$82K
|
+$79.7K
|
+2,243
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
-$8.89K
|
-250
|
-24%
|
|
|
16
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$18K
|
-$391
|
-11
|
-2%
|
|
|
17
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$17.2K
|
+$17.2K
|
+485
|
New
|
|
|
19
|
Reilly Financial Advisors
La Mesa,
California
|
$17K
|
–
|
–
|
–
|
|
|
20
|
Kings Point Capital Management
Great Neck,
New York
|
$12K
|
+$11.2K
|
+315
|
New
|
|
|
21
|
Duncker Streett & Co
St. Louis,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
25
|
|
$4K
|
–
|
–
|
–
|
|
