|
1
|
Wells Fargo
San Francisco,
California
|
$6.1M
|
+$2.58M
|
+49,621
|
+74%
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.25M
|
+$22.8K
|
+437
|
+0.5%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.92M
|
-$28.5K
|
-548
|
-1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$2.52M
|
+$44.3K
|
+851
|
+2%
|
|
|
5
|
ProShare Advisors
Bethesda,
Maryland
|
$2.36M
|
+$21.8K
|
+419
|
+0.9%
|
|
|
6
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.65M
|
-$301K
|
-5,786
|
-16%
|
|
|
7
|
|
$1.44M
|
+$1.43M
|
+27,444
|
New
|
|
|
8
|
|
$1.4M
|
+$38.4K
|
+737
|
+3%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$622K
|
-$4.53K
|
-87
|
-0.7%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$519K
|
-$341K
|
-6,550
|
-40%
|
|
|
11
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$394K
|
+$14.3K
|
+274
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$234K
|
-$45.1K
|
-866
|
-16%
|
|
|
13
|
Credential Qtrade Securities
Vancouver,
|
$224K
|
+$88.6K
|
+1,700
|
+61%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$54.3K
|
+1,042
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$50K
|
-$8.86K
|
-170
|
-15%
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Equitable Holdings
New York
|
–
|
-$2.01M
|
-38,910
|
Closed
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$426K
|
-8,241
|
Closed
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$127K
|
-2,444
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$12K
|
-224
|
Closed
|
|
|
21
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
–
|
-$10K
|
-192
|
Closed
|
|
