|
1
|
Capital Advantage
Walnut Creek,
California
|
$58.8M
|
-$2.04M
|
-27,254
|
-3%
|
|
|
2
|
|
$52.5M
|
-$2.71M
|
-36,249
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$2.95M
|
-39,509
|
-20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.21M
|
+$836K
|
+11,190
|
+10%
|
|
|
5
|
|
$8.6M
|
+$4.21M
|
+56,421
|
+98%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.67M
|
+$262K
|
+3,513
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.32M
|
+$65.6K
|
+879
|
+1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.15M
|
-$1.18M
|
-15,787
|
-19%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$3.53M
|
-$63.5K
|
-850
|
-2%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.09M
|
+$2.07M
|
+27,764
|
New
|
|
|
11
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.54M
|
+$597
|
+8
|
+0%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
-$856K
|
-11,458
|
-38%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.24M
|
+$78.5K
|
+1,051
|
+7%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.2M
|
+$50.1K
|
+671
|
+4%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$1.15M
|
-$42K
|
-562
|
-4%
|
|
|
16
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.14M
|
-$171K
|
-2,296
|
-14%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
+$428K
|
+5,735
|
+69%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.02M
|
-$26.2K
|
-351
|
-3%
|
|
|
19
|
Strategic Advocates
Logan,
Utah
|
$983K
|
-$281K
|
-3,766
|
-22%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$975K
|
+$540K
|
+7,237
|
+127%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$962K
|
+$665K
|
+8,900
|
+231%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$960K
|
-$6.35K
|
-85
|
-0.7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$860K
|
-$579K
|
-7,755
|
-40%
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$811K
|
-$666K
|
-8,922
|
-45%
|
|
|
25
|
TrinityPoint Wealth
Milford,
Connecticut
|
$766K
|
-$168K
|
-2,248
|
-18%
|
|
