|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.56M
|
+$293K
|
+15,330
|
+3%
|
|
|
2
|
NWAM LLC
Mercer Island,
Washington
|
$5.74M
|
+$5.53M
|
+289,245
|
New
|
|
|
3
|
|
$2.49M
|
-$521K
|
-27,244
|
-18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$5.49K
|
+287
|
+0.4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$738K
|
-$17.4K
|
-908
|
-2%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$633K
|
+$8.31K
|
+435
|
+1%
|
|
|
7
|
Koshinski Asset Management
Decatur,
Illinois
|
$498K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$490K
|
+$134K
|
+7,026
|
+40%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$489K
|
+$471K
|
+24,643
|
New
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$469K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$430K
|
-$67K
|
-3,508
|
-14%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$376K
|
–
|
–
|
–
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$303K
|
-$3.17K
|
-166
|
-1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$267K
|
-$11.5K
|
-600
|
-4%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$261K
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$219K
|
–
|
–
|
–
|
|
|
17
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$219K
|
+$89.7K
|
+4,696
|
+74%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
-$6.5K
|
-340
|
-4%
|
|
|
19
|
|
$133K
|
-$52.8K
|
-2,764
|
-29%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$70K
|
-$19.6K
|
-1,028
|
-23%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$67K
|
–
|
–
|
–
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$59K
|
–
|
–
|
–
|
|
|
24
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$53.5K
|
+$51.6K
|
+2,700
|
New
|
|
|
25
|
SRH Advisors
Salina,
Kansas
|
$33K
|
–
|
–
|
–
|
|
