|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
-$310K
|
-12,958
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.76M
|
+$203K
|
+8,501
|
+6%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.99M
|
-$462K
|
-19,318
|
-19%
|
|
|
4
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.85M
|
-$2.39M
|
-100,000
|
-56%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
-$52.2K
|
-2,184
|
-3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.68M
|
-$37.9K
|
-1,585
|
-2%
|
|
|
7
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$1.65M
|
-$166K
|
-6,926
|
-9%
|
|
|
8
|
Archford Capital Strategies
Swansea,
Illinois
|
$710K
|
+$442K
|
+18,503
|
+158%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$542K
|
-$76.6K
|
-3,205
|
-12%
|
|
|
10
|
Laidlaw Wealth Management
New York City,
New York
|
$530K
|
+$8.68K
|
+363
|
+2%
|
|
|
11
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$480K
|
+$489K
|
+20,452
|
New
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$378K
|
+$222K
|
+9,270
|
+136%
|
|
|
13
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$372K
|
+$379K
|
+15,854
|
New
|
|
|
14
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$368K
|
–
|
–
|
–
|
|
|
15
|
Appleton Partners
Boston,
Massachusetts
|
$354K
|
-$5.52M
|
-230,731
|
-94%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$350K
|
-$40.6K
|
-1,699
|
-10%
|
|
|
17
|
Flow Traders U.S.
New York
|
$322K
|
+$328K
|
+13,724
|
New
|
|
|
18
|
|
$306K
|
-$76.5K
|
-3,197
|
-20%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$253K
|
+$24.9K
|
+1,041
|
+11%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$248K
|
+$245K
|
+10,237
|
+3,112%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$243K
|
+$80.4K
|
+3,361
|
+48%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$238K
|
-$24.4K
|
-1,022
|
-9%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$230K
|
+$234K
|
+9,790
|
New
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$209K
|
-$6.22K
|
-260
|
-3%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$203K
|
+$4.28K
|
+179
|
+2%
|
|
