|
1
|
|
$2.26M
|
+$50.7K
|
+2,010
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$195K
|
+7,745
|
+24%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$915K
|
+$248K
|
+9,855
|
+40%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$465K
|
+$89K
|
+3,530
|
+25%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$301K
|
+$176K
|
+6,975
|
+162%
|
|
|
6
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$291K
|
+$143K
|
+5,690
|
+119%
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$249K
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
10
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$223K
|
-$972K
|
-38,540
|
-82%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$189K
|
+$18.4K
|
+730
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130K
|
-$20.7K
|
-820
|
-14%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
15
|
DB Wealth Management Group
San Diego,
California
|
$21K
|
–
|
–
|
–
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
17
|
SOA Wealth Advisors
New York
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$15.4K
|
+$14.5K
|
+575
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Caldwell Trust
Venice,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7K
|
+$6.3K
|
+250
|
New
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$7K
|
+$7.06K
|
+280
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
