|
1
|
EP Wealth Advisors
Torrance,
California
|
$22.7M
|
+$449K
|
+13,839
|
+2%
|
|
|
2
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.84M
|
+$567K
|
+17,493
|
+7%
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$8.68M
|
+$6.29M
|
+194,028
|
+298%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6M
|
+$5.81M
|
+179,113
|
+199,014%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$4.99M
|
+$2.54M
|
+78,164
|
+111%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$3.73M
|
-$145K
|
-4,467
|
-4%
|
|
|
7
|
Flow Traders U.S.
New York
|
$2.73M
|
+$2.65M
|
+81,576
|
New
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.83M
|
+$143K
|
+4,395
|
+9%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$577K
|
+17,785
|
+56%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.64M
|
-$2.92K
|
-90
|
-0.2%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$872K
|
-$176K
|
-5,424
|
-17%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$733K
|
+$80.3K
|
+2,475
|
+13%
|
|
|
14
|
Vident Advisory
Alpharetta,
Georgia
|
$231K
|
+$223K
|
+6,890
|
New
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$222K
|
+$215K
|
+6,634
|
New
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$158K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$140K
|
+$136K
|
+4,191
|
New
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$33.5K
|
+$32.4K
|
+1,000
|
New
|
|
|
19
|
Bare Financial Services
Gap,
Pennsylvania
|
$20.5K
|
–
|
–
|
–
|
|
|
20
|
|
$10.9K
|
-$1.46M
|
-45,066
|
-99%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$2.81K
|
+$32
|
+1
|
+1%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$717K
|
-23,201
|
Closed
|
|
|
23
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$632K
|
-20,432
|
Closed
|
|
|
24
|
|
–
|
-$290K
|
-9,378
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$79.6K
|
-2,575
|
Closed
|
|
