|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
+$124K
|
+4,000
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.05M
|
-$3.67M
|
-117,933
|
-53%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.96M
|
+$199K
|
+6,391
|
+7%
|
|
|
4
|
|
$1.6M
|
-$149K
|
-4,801
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$117K
|
+3,748
|
+9%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$1.27M
|
-$474K
|
-15,236
|
-26%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$800K
|
-$161K
|
-5,167
|
-16%
|
|
|
8
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$693K
|
-$131K
|
-4,219
|
-15%
|
|
|
9
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$619K
|
+$7.68K
|
+247
|
+1%
|
|
|
10
|
|
$591K
|
+$640K
|
+20,583
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$442K
|
-$28.5K
|
-917
|
-6%
|
|
|
12
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$431K
|
-$55.1K
|
-1,774
|
-11%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$424K
|
+$17.3K
|
+558
|
+4%
|
|
|
14
|
Snowden Capital Advisors
New York
|
$390K
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$333K
|
-$51.6K
|
-1,659
|
-13%
|
|
|
16
|
|
$329K
|
+$356K
|
+11,459
|
New
|
|
|
17
|
Csenge Advisory Group
Clearwater,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
-$71.7K
|
-2,308
|
-30%
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$8K
|
-$4.38K
|
-141
|
-33%
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$8K
|
+$373
|
+12
|
+4%
|
|
|
23
|
Rise Advisors
Rochester,
New York
|
$7K
|
+$93
|
+3
|
+1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$24.8K
|
-797
|
-83%
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$4.31K
|
–
|
–
|
–
|
|
