|
1
|
EP Wealth Advisors
Torrance,
California
|
$24M
|
+$23.4M
|
+657,085
|
New
|
|
|
2
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.21M
|
+$46.1K
|
+1,295
|
+0.5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.47M
|
-$160K
|
-4,485
|
-2%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$5.48M
|
+$2.03M
|
+57,022
|
+61%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.96M
|
-$86.9K
|
-2,441
|
-2%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$3.2M
|
-$2.14M
|
-60,000
|
-41%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$1.94M
|
+54,635
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
-$130K
|
-3,655
|
-7%
|
|
|
9
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.79M
|
–
|
–
|
–
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.24M
|
-$577K
|
-16,218
|
-32%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
+$46.9K
|
+1,318
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$907K
|
+$69.5K
|
+1,952
|
+9%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$695K
|
-$677K
|
-19,011
|
-50%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$300K
|
-$312K
|
-8,767
|
-52%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$274K
|
+$10.3K
|
+288
|
+4%
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$173K
|
–
|
–
|
–
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$36.5K
|
–
|
–
|
–
|
|
|
18
|
Bare Financial Services
Gap,
Pennsylvania
|
$22.4K
|
–
|
–
|
–
|
|
|
19
|
|
$11.6K
|
-$36
|
-1
|
-0.3%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$4.86K
|
–
|
–
|
–
|
|
|
21
|
Principia Wealth Advisory
Dallas,
Texas
|
$73
|
+$71
|
+2
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$6.5M
|
-187,317
|
Closed
|
|
|
23
|
|
–
|
-$1.14M
|
-32,983
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$21.6K
|
-623
|
Closed
|
|
