|
1
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$465K
|
+20,958
|
+5%
|
|
|
2
|
Appleton Partners
Boston,
Massachusetts
|
$5.98M
|
-$97.2K
|
-4,381
|
-2%
|
|
|
3
|
Daiwa Securities Group
Tokyo,
Japan
|
$4.36M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.69M
|
+$1.74M
|
+78,186
|
+106%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.54M
|
+$1.44M
|
+64,861
|
+165%
|
|
|
6
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$1.88M
|
-$682K
|
-30,713
|
-28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
+$1.09M
|
+49,312
|
+180%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
+$989K
|
+44,545
|
+155%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$640K
|
+$49.7K
|
+2,240
|
+9%
|
|
|
10
|
Laidlaw Wealth Management
New York City,
New York
|
$541K
|
-$20.6K
|
-930
|
-4%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$404K
|
+$196K
|
+8,822
|
+113%
|
|
|
12
|
|
$395K
|
-$8.12K
|
-366
|
-2%
|
|
|
13
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$368K
|
-$8.97K
|
-404
|
-2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$333K
|
-$266
|
-12
|
-0.1%
|
|
|
15
|
Archford Capital Strategies
Swansea,
Illinois
|
$276K
|
-$9.81K
|
-442
|
-4%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$272K
|
+$22
|
+1
|
+0%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$238K
|
+$217K
|
+9,794
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$237K
|
-$2.75K
|
-124
|
-1%
|
|
|
19
|
HBW Advisory Services
Simi Valley,
California
|
$223K
|
+$15.3K
|
+690
|
+8%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$206K
|
+$188K
|
+8,479
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$170K
|
-$62.9K
|
-2,834
|
-29%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$166K
|
+$3.51K
|
+158
|
+2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$161K
|
-$11.5M
|
-518,969
|
-99%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87K
|
-$1.42K
|
-64
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$86.2K
|
+$5.95K
|
+268
|
+8%
|
|
