|
1
|
EP Wealth Advisors
Torrance,
California
|
$19.7M
|
-$300K
|
-10,296
|
-1%
|
|
|
2
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.31M
|
-$239K
|
-8,184
|
-3%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.48M
|
+$613K
|
+21,021
|
+20%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.23M
|
+$122K
|
+4,185
|
+5%
|
|
|
5
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.28M
|
+$674K
|
+23,110
|
+101%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
8
|
|
$628K
|
+$661K
|
+22,666
|
New
|
|
|
9
|
CIBC World Market
Toronto,
Ontario, Canada
|
$532K
|
-$3.12K
|
-107
|
-0.6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$497K
|
-$37.6K
|
-1,290
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$436K
|
-$15.5K
|
-532
|
-3%
|
|
|
12
|
|
$280K
|
-$186K
|
-6,380
|
-39%
|
|
|
13
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$131K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$41.9K
|
+$4.11K
|
+141
|
+10%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$24.5K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$22.4K
|
+$23.5K
|
+807
|
New
|
|
|
17
|
|
$11.4K
|
+$29
|
+1
|
+0.2%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$2.3K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$292
|
-10
|
-10%
|
|
|
20
|
Flow Traders U.S.
New York
|
–
|
-$11.2M
|
-361,920
|
Closed
|
|
|
21
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$1.78M
|
-57,470
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$625K
|
-20,160
|
Closed
|
|
|
23
|
Martel Wealth Advisors
Vancouver,
Washington
|
–
|
-$226K
|
-7,438
|
Closed
|
|
