|
1
|
LPL Financial
San Diego,
California
|
$3.12M
|
-$38.8K
|
-836
|
-1%
|
|
|
2
|
Trek Financial
Scottsdale,
Arizona
|
$2.29M
|
+$2.17M
|
+46,823
|
New
|
|
|
3
|
Cetera Advisors
Denver,
Colorado
|
$2.06M
|
+$1.96M
|
+42,130
|
New
|
|
|
4
|
WealthBridge Capital Management
Westerville,
Ohio
|
$478K
|
-$29K
|
-625
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$408K
|
-$54.4K
|
-1,173
|
-12%
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
$393K
|
-$4.64K
|
-100
|
-1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$387K
|
+$139
|
+3
|
+0%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$297K
|
+$2.97K
|
+64
|
+1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
10
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$244K
|
-$112K
|
-2,417
|
-33%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$213K
|
+$202K
|
+4,359
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161K
|
+$12.6K
|
+271
|
+9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.6K
|
+$26.8K
|
+578
|
+82%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$46.2K
|
–
|
–
|
–
|
|
|
15
|
Optimum Investment Advisors
Chicago,
Illinois
|
$24.4K
|
-$12.8K
|
-275
|
-35%
|
|
|
16
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$20.5K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$19.5K
|
–
|
–
|
–
|
|
|
18
|
|
$15.1K
|
–
|
–
|
–
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$6.84K
|
–
|
–
|
–
|
|
|
20
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.89K
|
+$4.64K
|
+100
|
New
|
|
|
21
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$245
|
+$232
|
+5
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$41
|
+$46
|
+1
|
New
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$2.17M
|
-46,698
|
Closed
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$3.02K
|
-65
|
Closed
|
|
