|
1
|
|
$3.78M
|
+$670K
|
+22,929
|
+24%
|
|
|
2
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.31M
|
+$1.19M
|
+40,888
|
+125%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
+$1.01M
|
+34,590
|
+565%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$910K
|
+$3.39K
|
+116
|
+0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$687K
|
-$165K
|
-5,635
|
-21%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$608K
|
+$564K
|
+19,323
|
New
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$287K
|
+$267K
|
+9,128
|
New
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$208K
|
-$34.4K
|
-1,176
|
-15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$202K
|
+$188K
|
+6,430
|
New
|
|
|
10
|
Private Trust Company
Cleveland,
Ohio
|
$92.8K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
+$33.2K
|
+1,138
|
New
|
|
|
12
|
|
$35.6K
|
–
|
–
|
–
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
$27.9K
|
+$25.9K
|
+888
|
New
|
|
|
14
|
Clear Point Advisors
Melville,
New York
|
$16.7K
|
+$15.5K
|
+530
|
New
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$6.61K
|
+$6.13K
|
+210
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.53K
|
-$38.9K
|
-1,332
|
-90%
|
|
|
17
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.57K
|
+$1.46K
|
+50
|
New
|
|
|
18
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$629
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.09M
|
-117,951
|
Closed
|
|
|
20
|
Wallace Advisory Group
Lafayette,
California
|
–
|
-$3.67M
|
-116,239
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.03M
|
-39,456
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$802K
|
-30,614
|
Closed
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$207K
|
-7,892
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$59K
|
-2,247
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$11.6K
|
-444
|
Closed
|
|
