|
1
|
|
$16.1M
|
+$12.6M
|
+527,733
|
+360%
|
|
|
2
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.49M
|
-$414K
|
-17,365
|
-7%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.56M
|
+$225K
|
+9,425
|
+5%
|
|
|
4
|
|
$2.11M
|
+$1.55M
|
+65,123
|
+281%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.01M
|
+$246K
|
+10,319
|
+32%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$711K
|
+$3.48K
|
+146
|
+0.5%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$556K
|
-$45.3K
|
-1,898
|
-8%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$400K
|
+$20.6K
|
+864
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$366K
|
+$104K
|
+4,357
|
+40%
|
|
|
10
|
J.W. Cole Advisors
Tampa,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$312K
|
+$252K
|
+10,581
|
+432%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$271K
|
-$718K
|
-30,114
|
-73%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$220K
|
-$35K
|
-1,469
|
-14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
-$55.8K
|
-2,339
|
-30%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$88K
|
+$87.7K
|
+3,675
|
+367,500%
|
|
|
16
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$80.9K
|
–
|
–
|
–
|
|
|
17
|
Retirement Group
San Diego,
California
|
$62.5K
|
+$12.2K
|
+511
|
+91%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.6K
|
–
|
–
|
–
|
|
|
19
|
Tucker Asset Management
Littleton,
Colorado
|
$29K
|
–
|
–
|
–
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.06K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.05K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1.82K
|
+$692
|
+29
|
+62%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$15
|
-$21.5K
|
-901
|
-100%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$352K
|
-14,819
|
Closed
|
|
