|
1
|
ACG Wealth
Atlanta,
Georgia
|
$11.6M
|
+$11.5M
|
+263,893
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.66M
|
+$1.47M
|
+33,536
|
+35%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.39M
|
-$3.1M
|
-70,856
|
-41%
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.13M
|
+$879K
|
+20,100
|
+71%
|
|
|
5
|
|
$2.1M
|
+$772K
|
+17,645
|
+59%
|
|
|
6
|
Ashfield Capital Partners
San Francisco,
California
|
$1.76M
|
+$991K
|
+22,643
|
+130%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$720K
|
–
|
–
|
–
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$487K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$373K
|
-$583K
|
-13,325
|
-61%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$224K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$190K
|
+$86.5K
|
+1,976
|
+84%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$129K
|
-$32.8K
|
-750
|
-20%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
+$23.3K
|
+533
|
New
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15K
|
+$44
|
+1
|
+0.3%
|
|
|
15
|
|
–
|
-$2.2M
|
-50,941
|
Closed
|
|
