|
1
|
EP Wealth Advisors
Torrance,
California
|
$23.3M
|
-$574K
|
-15,232
|
-2%
|
|
|
2
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.51M
|
+$355K
|
+9,425
|
+4%
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.37M
|
+$446K
|
+11,837
|
+9%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$3.01M
|
-$175K
|
-4,638
|
-5%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.25M
|
+$2.02M
|
+53,627
|
+653%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$2.24M
|
-$3.33M
|
-88,298
|
-59%
|
|
|
7
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.11M
|
+$916K
|
+24,309
|
+72%
|
|
|
8
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.78M
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
-$616K
|
-16,351
|
-32%
|
|
|
10
|
|
$1.13M
|
+$1.17M
|
+31,067
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$888K
|
-$14.6K
|
-387
|
-2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$691K
|
+$716K
|
+19,018
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$532K
|
+$552K
|
+14,644
|
New
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$250K
|
+$259K
|
+6,888
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$236K
|
-$6.43M
|
-170,665
|
-96%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$230K
|
+$239K
|
+6,336
|
New
|
|
|
18
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$172K
|
–
|
–
|
–
|
|
|
19
|
|
$31.7K
|
+$32.9K
|
+872
|
New
|
|
|
20
|
Bare Financial Services
Gap,
Pennsylvania
|
$22.3K
|
–
|
–
|
–
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$14.5K
|
-$22.6K
|
-600
|
-60%
|
|
|
22
|
|
$11.6K
|
–
|
–
|
–
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.04K
|
+$6.25K
|
+166
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$4.84K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$2M
|
-54,635
|
Closed
|
|
