|
1
|
|
$5.17M
|
–
|
–
|
–
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.23M
|
+$4.2M
|
+192,666
|
New
|
|
|
3
|
|
$1.74M
|
+$182K
|
+8,346
|
+12%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.2M
|
+$951K
|
+43,577
|
+396%
|
|
|
5
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.15M
|
+$1.15M
|
+52,525
|
New
|
|
|
6
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$639K
|
+$51.7K
|
+2,371
|
+9%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$518K
|
+$97K
|
+4,444
|
+27%
|
|
|
8
|
WrapManager Inc
Mill Valley,
California
|
$499K
|
-$5K
|
-229
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$441K
|
+$411K
|
+18,830
|
+1,532%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$374K
|
-$8.36K
|
-383
|
-2%
|
|
|
11
|
Ironwood Financial
Tucson,
Arizona
|
$367K
|
+$10K
|
+460
|
+3%
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
$344K
|
+$342K
|
+15,670
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$291K
|
+$210K
|
+9,603
|
+263%
|
|
|
14
|
BBJS Financial Advisors
Seattle,
Washington
|
$226K
|
+$65
|
+3
|
+0%
|
|
|
15
|
|
$145K
|
+$25.4K
|
+1,164
|
+21%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82.8K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
+$40.1K
|
+1,840
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.2K
|
+$27K
|
+1,239
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$21.2K
|
–
|
–
|
–
|
|
|
20
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$17.6K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$16.8K
|
+$16.7K
|
+765
|
New
|
|
|
22
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.92K
|
–
|
–
|
–
|
|
