|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
+$537K
|
+22,939
|
+37%
|
|
|
2
|
|
$2.03M
|
+$379K
|
+16,166
|
+24%
|
|
|
3
|
Elmwood Wealth Management
Berkeley,
California
|
$1.49M
|
+$776K
|
+33,108
|
+116%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$773K
|
-$149K
|
-6,344
|
-17%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$761K
|
-$187K
|
-7,972
|
-20%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$736K
|
+$715K
|
+30,509
|
New
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$728K
|
+$4.24K
|
+181
|
+0.6%
|
|
|
8
|
Highline Wealth Partners
Sherman Oaks,
California
|
$690K
|
-$507K
|
-21,631
|
-43%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$605K
|
-$9.58K
|
-409
|
-2%
|
|
|
10
|
Clarity Capital Partners
Newport Beach,
California
|
$570K
|
+$65.1K
|
+2,779
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$495K
|
-$573K
|
-24,445
|
-54%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$442K
|
-$48.5K
|
-2,070
|
-10%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$377K
|
+$365K
|
+15,600
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$350K
|
+$340K
|
+14,501
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$222K
|
+$213K
|
+9,076
|
+6,625%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
-$18.9K
|
-808
|
-36%
|
|
|
17
|
|
$9.73K
|
–
|
–
|
–
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.41K
|
–
|
–
|
–
|
|
|
19
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.93K
|
-$7.03K
|
-300
|
-79%
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
$1.11K
|
-$23.4K
|
-1,000
|
-96%
|
|
|
21
|
Main Street Group
Glen Allen,
Virginia
|
$600
|
–
|
–
|
–
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$388
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
+$23
|
+1
|
New
|
|
|
24
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$2.82M
|
-114,581
|
Closed
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$286K
|
-11,609
|
Closed
|
|
