|
1
|
Wells Fargo
San Francisco,
California
|
$6.91M
|
+$4.34M
|
+127,207
|
+131%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.31M
|
+$294K
|
+8,629
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$2.65M
|
+77,720
|
+409%
|
|
|
4
|
|
$1.87M
|
-$163K
|
-4,777
|
-7%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$1.83M
|
+$256K
|
+7,494
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29M
|
+$246K
|
+7,216
|
+21%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.02M
|
-$31.5K
|
-923
|
-3%
|
|
|
8
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$874K
|
-$221K
|
-6,478
|
-19%
|
|
|
9
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$656K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$535K
|
+$592K
|
+17,338
|
New
|
|
|
11
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$518K
|
+$573K
|
+16,795
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$503K
|
+$472K
|
+13,824
|
+559%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$438K
|
+$485K
|
+14,214
|
New
|
|
|
14
|
Snowden Capital Advisors
New York
|
$418K
|
-$10.1K
|
-295
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$409K
|
+$452K
|
+13,254
|
New
|
|
|
16
|
Csenge Advisory Group
Clearwater,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$239K
|
+$124K
|
+3,633
|
+89%
|
|
|
18
|
Urban Wealth Management
El Segundo,
California
|
$99K
|
+$110K
|
+3,210
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$32.6K
|
+956
|
New
|
|
|
20
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$13K
|
+$14.6K
|
+427
|
New
|
|
|
21
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9K
|
+$10.2K
|
+300
|
New
|
|
|
23
|
First Horizon Advisors
Memphis,
Tennessee
|
$8K
|
+$9.25K
|
+271
|
New
|
|
|
24
|
Rise Advisors
Rochester,
New York
|
$7K
|
+$7.88K
|
+231
|
New
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$4.63K
|
–
|
–
|
–
|
|
