|
1
|
TCW Group
Los Angeles,
California
|
$23M
|
+$312K
|
+8,338
|
+1%
|
|
|
2
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$10.7M
|
-$1.74M
|
-46,684
|
-13%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.35M
|
-$122K
|
-3,275
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.43M
|
–
|
–
|
–
|
|
|
5
|
Capital Planning
Bellevue,
Washington
|
$7.33M
|
+$420K
|
+11,252
|
+5%
|
|
|
6
|
Manchester Financial
Westlake Village,
California
|
$7.21M
|
-$166K
|
-4,450
|
-2%
|
|
|
7
|
|
$6.8M
|
-$5.43M
|
-145,411
|
-41%
|
|
|
8
|
|
$2.85M
|
-$1.01M
|
-26,953
|
-24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$742K
|
+19,859
|
+35%
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.31M
|
+$1.49M
|
+39,952
|
New
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.23M
|
-$19.6K
|
-524
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$695K
|
-$115K
|
-3,067
|
-13%
|
|
|
13
|
|
$609K
|
-$2.36M
|
-63,265
|
-77%
|
|
|
14
|
Cooper Financial Group
Irvine,
California
|
$456K
|
+$31.1K
|
+833
|
+6%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$423K
|
–
|
–
|
–
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$302K
|
-$2.78M
|
-74,412
|
-89%
|
|
|
17
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$284K
|
–
|
–
|
–
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$279K
|
+$31.7K
|
+848
|
+11%
|
|
|
19
|
Curi RMB Capital
Chicago,
Illinois
|
$275K
|
-$25.4K
|
-680
|
-8%
|
|
|
20
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$272K
|
+$309K
|
+8,272
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$248K
|
-$144K
|
-3,848
|
-34%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$217K
|
-$53.2K
|
-1,424
|
-18%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$204K
|
+$18.3K
|
+491
|
+9%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$200K
|
+$11.2K
|
+301
|
+5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$186K
|
–
|
–
|
–
|
|
