|
1
|
ACG Wealth
Atlanta,
Georgia
|
$5.32M
|
-$186K
|
-5,769
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.05M
|
-$1.07M
|
-33,201
|
-33%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.49M
|
+$109K
|
+3,370
|
+8%
|
|
|
4
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.37M
|
+$1.43M
|
+44,116
|
New
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.07M
|
-$186K
|
-5,758
|
-14%
|
|
|
6
|
Pacer Advisors
Malvern,
Pennsylvania
|
$981K
|
+$1.02M
|
+31,564
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$736K
|
-$712K
|
-22,046
|
-48%
|
|
|
8
|
|
$719K
|
-$464K
|
-14,355
|
-38%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$614K
|
+$164K
|
+5,082
|
+35%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$541K
|
-$8.56K
|
-265
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$496K
|
-$177K
|
-5,486
|
-26%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$452K
|
+$112K
|
+3,482
|
+31%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$323K
|
+$336K
|
+10,409
|
New
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$291K
|
–
|
–
|
–
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$249K
|
–
|
–
|
–
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$204K
|
+$213K
|
+6,580
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$93K
|
+$31.5K
|
+976
|
+49%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$31.6K
|
-977
|
-69%
|
|
|
19
|
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$368K
|
-11,303
|
Closed
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$45K
|
-1,394
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2K
|
-59
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$485
|
+15
|
New
|
|
