|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.18M
|
-$54.4K
|
-1,051
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
+$355K
|
+6,851
|
+11%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.91M
|
+$2.91M
|
+56,276
|
New
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$2.45M
|
+$1.02M
|
+19,683
|
+71%
|
|
|
5
|
ProShare Advisors
Bethesda,
Maryland
|
$2.31M
|
+$526K
|
+10,165
|
+29%
|
|
|
6
|
Equitable Holdings
New York
|
$2.01M
|
–
|
–
|
–
|
|
|
7
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.93M
|
+$1.93M
|
+37,325
|
New
|
|
|
8
|
|
$1.35M
|
+$442K
|
+8,531
|
+49%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$852K
|
+$852K
|
+16,463
|
New
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$619K
|
-$984
|
-19
|
-0.2%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$426K
|
+$6.21K
|
+120
|
+1%
|
|
|
12
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$376K
|
+$13K
|
+252
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$277K
|
+$50.3K
|
+971
|
+22%
|
|
|
14
|
Credential Qtrade Securities
Vancouver,
|
$137K
|
+$113K
|
+2,180
|
+357%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$127K
|
+$127K
|
+2,444
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$58K
|
+$56.8K
|
+1,097
|
+5,774%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
-$252K
|
-4,872
|
-96%
|
|
|
18
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$10K
|
+$9.94K
|
+192
|
New
|
|
|
19
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$969K
|
-19,348
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34K
|
-681
|
Closed
|
|
