|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.26M
|
+$998K
|
+38,539
|
+23%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.45M
|
-$34K
|
-1,314
|
-1%
|
|
|
3
|
|
$1.59M
|
+$1.61M
|
+62,257
|
New
|
|
|
4
|
|
$1.01M
|
+$9.91K
|
+383
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$771K
|
-$1.62M
|
-62,442
|
-67%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$423K
|
-$104
|
-4
|
-0%
|
|
|
7
|
Snowden Capital Advisors
New York
|
$389K
|
-$11.3K
|
-437
|
-3%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$384K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$355K
|
+$30.4K
|
+1,174
|
+9%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$121K
|
+$207
|
+8
|
+0.2%
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$87K
|
+$6.11K
|
+236
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$4.38K
|
-169
|
-13%
|
|
|
14
|
|
$25K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17K
|
-$12.9K
|
-500
|
-42%
|
|
|
17
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$3.84K
|
–
|
–
|
–
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$1K
|
-$4.92K
|
-190
|
-82%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$333K
|
-13,394
|
Closed
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$7K
|
-267
|
Closed
|
|
