|
1
|
|
$6.08M
|
+$5.15M
|
+157,416
|
+765%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
-$23.7K
|
-725
|
-0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.22M
|
-$290K
|
-8,865
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.47M
|
-$1.11M
|
-33,794
|
-32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66M
|
+$97.9K
|
+2,993
|
+7%
|
|
|
6
|
|
$1.48M
|
-$402K
|
-12,297
|
-22%
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$1.1M
|
-$398K
|
-12,167
|
-27%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$865K
|
-$82.6K
|
-2,526
|
-9%
|
|
|
9
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$769K
|
-$52.9K
|
-1,617
|
-7%
|
|
|
10
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$735K
|
-$65
|
-2
|
-0%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$706K
|
+$297K
|
+9,083
|
+78%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$606K
|
+$580K
|
+17,738
|
New
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$589K
|
+$80.7K
|
+2,469
|
+17%
|
|
|
14
|
Snowden Capital Advisors
New York
|
$464K
|
–
|
–
|
–
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$411K
|
+$394K
|
+12,035
|
New
|
|
|
16
|
Csenge Advisory Group
Clearwater,
Florida
|
$335K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$317K
|
-$199K
|
-6,084
|
-40%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$254K
|
+$244K
|
+7,449
|
New
|
|
|
19
|
|
$232K
|
-$153K
|
-4,666
|
-41%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
+$2.52K
|
+77
|
+1%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$140K
|
+$134K
|
+4,103
|
New
|
|
|
22
|
Worth Asset Management
Dallas,
Texas
|
$135K
|
+$126K
|
+3,865
|
+3,865%
|
|
|
23
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$45.2K
|
+$43.3K
|
+1,323
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$22.7K
|
+$16.5K
|
+506
|
+318%
|
|
|
25
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$12K
|
–
|
–
|
–
|
|
