|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$882K
|
–
|
–
|
–
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$714K
|
-$79.8K
|
-1,874
|
-11%
|
|
|
3
|
Concurrent Investment Advisors
Tampa,
Florida
|
$401K
|
+$381K
|
+8,942
|
New
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$320K
|
+$16.5K
|
+387
|
+6%
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$93.5K
|
+$10.4K
|
+244
|
+13%
|
|
|
6
|
Highline Wealth Partners
Sherman Oaks,
California
|
$46.5K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.9K
|
+$27.7K
|
+650
|
+212%
|
|
|
8
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15.9K
|
+$15.1K
|
+355
|
New
|
|
|
9
|
Main Street Group
Glen Allen,
Virginia
|
$6.73K
|
–
|
–
|
–
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$5.83K
|
+$5.54K
|
+130
|
New
|
|
|
11
|
Kings Path Partners
Sugar Land,
Texas
|
$5.07K
|
+$4.81K
|
+113
|
New
|
|
|
12
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.72K
|
–
|
–
|
–
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$2.39K
|
–
|
–
|
–
|
|
|
14
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.44K
|
–
|
–
|
–
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$898
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$808
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$538
|
+$511
|
+12
|
New
|
|
|
18
|
|
$538
|
+$511
|
+12
|
New
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$226
|
–
|
–
|
–
|
|
|
20
|
|
$89
|
+$85
|
+2
|
New
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$45
|
–
|
–
|
–
|
|
|
22
|
Robbins Farley
Bedford,
New Hampshire
|
$45
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$762K
|
-20,252
|
Closed
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$6.66K
|
-177
|
Closed
|
|
