|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.75M
|
+$378K
|
+13,465
|
+15%
|
|
|
2
|
|
$1.95M
|
+$51.7K
|
+1,840
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
+$402K
|
+14,300
|
+46%
|
|
|
4
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.02M
|
+$1.1M
|
+39,130
|
New
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$986K
|
+$110K
|
+3,920
|
+12%
|
|
|
6
|
SeaCrest Wealth Management
Purchase,
New York
|
$980K
|
+$351K
|
+12,500
|
+50%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$910K
|
-$72.5K
|
-2,580
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$600K
|
-$1.2M
|
-42,610
|
-65%
|
|
|
9
|
Pacific Sun Financial
Los Angeles,
California
|
$489K
|
-$14K
|
-500
|
-3%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$326K
|
+$46.9K
|
+1,670
|
+15%
|
|
|
11
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$290K
|
+$313K
|
+11,150
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$255K
|
-$387K
|
-13,765
|
-58%
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$233K
|
–
|
–
|
–
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$233K
|
+$33.6K
|
+1,195
|
+15%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$226K
|
+$35.7K
|
+1,270
|
+17%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$218K
|
+$2.39K
|
+85
|
+1%
|
|
|
17
|
Catalyst Capital Advisors
Huntington,
New York
|
$214K
|
+$33.4K
|
+1,190
|
+17%
|
|
|
18
|
Millburn Ridgefield Corp
New York
|
$214K
|
+$33.4K
|
+1,190
|
+17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
20
|
Boston Financial Management
Boston,
Massachusetts
|
$210K
|
+$227K
|
+8,075
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$162K
|
+$34.3K
|
+1,220
|
+24%
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$124K
|
–
|
–
|
–
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$47K
|
–
|
–
|
–
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
