|
1
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$2.32M
|
+82,755
|
+475%
|
|
|
2
|
|
$2.69M
|
+$290K
|
+10,345
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.23M
|
+$95K
|
+3,390
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$945K
|
-$23.4K
|
-835
|
-2%
|
|
|
5
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$564K
|
+$266K
|
+9,480
|
+91%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$470K
|
+$465K
|
+16,615
|
New
|
|
|
7
|
SeaCrest Wealth Management
Purchase,
New York
|
$382K
|
+$378K
|
+13,500
|
New
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$264K
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$242K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$235K
|
+$233K
|
+8,315
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$233K
|
-$84.9K
|
-3,030
|
-27%
|
|
|
13
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$229K
|
-$6.72K
|
-240
|
-3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$228K
|
+$226K
|
+8,055
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$185K
|
-$15.1K
|
-540
|
-8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
+$9.1K
|
+325
|
+7%
|
|
|
17
|
Catalyst Capital Advisors
Huntington,
New York
|
$94K
|
+$92.7K
|
+3,310
|
New
|
|
|
18
|
Millburn Ridgefield Corp
New York
|
$94K
|
+$92.7K
|
+3,310
|
New
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$57K
|
+$56K
|
+2,000
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$33K
|
+$32.9K
|
+1,175
|
New
|
|
|
23
|
DB Wealth Management Group
San Diego,
California
|
$22K
|
–
|
–
|
–
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
25
|
SOA Wealth Advisors
New York
|
$20K
|
–
|
–
|
–
|
|
