|
1
|
EP Wealth Advisors
Torrance,
California
|
$20.5M
|
-$1.4M
|
-46,373
|
-7%
|
|
|
2
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$7.62M
|
+$575K
|
+19,069
|
+8%
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$3.59M
|
+$3.5M
|
+115,950
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.19M
|
-$291K
|
-9,650
|
-12%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.01M
|
+$1.96M
|
+65,010
|
New
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.55M
|
+$127K
|
+4,211
|
+9%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.51M
|
–
|
–
|
–
|
|
|
8
|
|
$1.4M
|
+$1.36M
|
+44,978
|
+10,917%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$977K
|
+$478K
|
+15,840
|
+101%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$973K
|
+$903K
|
+29,955
|
+1,980%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$717K
|
-$3.09M
|
-102,498
|
-82%
|
|
|
13
|
SFG Wealth Management
Towson,
Maryland
|
$632K
|
+$616K
|
+20,432
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$600K
|
+$44.4K
|
+1,473
|
+8%
|
|
|
15
|
|
$290K
|
-$22.2K
|
-737
|
-7%
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$146K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$79.6K
|
+$53.3K
|
+1,768
|
+219%
|
|
|
18
|
Bare Financial Services
Gap,
Pennsylvania
|
$18.9K
|
+$18.5K
|
+612
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$2.57K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$628K
|
-22,666
|
Closed
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$532K
|
-19,193
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$24.5K
|
-883
|
Closed
|
|
