|
1
|
|
$3.61M
|
-$2.5M
|
-71,833
|
-40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.57M
|
-$187K
|
-5,385
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$336K
|
+9,666
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
-$102K
|
-2,927
|
-6%
|
|
|
5
|
|
$1.53M
|
+$52.6K
|
+1,510
|
+3%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$869K
|
+$273K
|
+7,832
|
+44%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$779K
|
-$84.2K
|
-2,420
|
-10%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$774K
|
+$757K
|
+21,749
|
New
|
|
|
9
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$753K
|
+$21.4K
|
+614
|
+3%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$662K
|
-$440K
|
-12,630
|
-39%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$607K
|
-$97.7K
|
-2,807
|
-14%
|
|
|
12
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$602K
|
+$16.1K
|
+464
|
+3%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$490K
|
+$83.3K
|
+2,394
|
+20%
|
|
|
14
|
Snowden Capital Advisors
New York
|
$462K
|
–
|
–
|
–
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$334K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$302K
|
+$117K
|
+3,375
|
+61%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$271K
|
-$46.4K
|
-1,333
|
-14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$83.1K
|
-$2.43M
|
-69,833
|
-97%
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
$25.8K
|
-$112K
|
-3,205
|
-81%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$11.1K
|
–
|
–
|
–
|
|
|
21
|
Rise Advisors
Rochester,
New York
|
$8.17K
|
+$209
|
+6
|
+3%
|
|
|
22
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8K
|
-$4.18K
|
-120
|
-35%
|
|
|
23
|
|
$34
|
+$35
|
+1
|
New
|
|
|
24
|
Empirical Asset Management
Wellesley,
Massachusetts
|
–
|
-$769K
|
-22,515
|
Closed
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$254K
|
-7,449
|
Closed
|
|
