|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
+$953K
|
+30,473
|
+5%
|
|
|
2
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.74M
|
+$2.65M
|
+84,552
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$1.67M
|
+53,380
|
New
|
|
|
4
|
Westside Investment Management
Santa Monica,
California
|
$1.57M
|
-$106K
|
-3,400
|
-7%
|
|
|
5
|
KWB Wealth
Redlands,
California
|
$1.55M
|
+$1.28M
|
+40,781
|
+342%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$495K
|
+15,827
|
+82%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$967K
|
–
|
–
|
–
|
|
|
8
|
|
$676K
|
+$34.2K
|
+1,092
|
+6%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$548K
|
+$529K
|
+16,901
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$252K
|
-$59K
|
-1,886
|
-20%
|
|
|
11
|
Legacy Financial Advisors
Covington,
Kentucky
|
$244K
|
+$563
|
+18
|
+0.2%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$64.9K
|
–
|
–
|
–
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$55.1K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49K
|
+$47.3K
|
+1,513
|
New
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$16.2K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2K
|
+$3.6K
|
+115
|
+58%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$7.1K
|
–
|
–
|
–
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$5.12K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$48
|
–
|
–
|
–
|
|
|
20
|
|
$48
|
+$31
|
+1
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.17K
|
-108
|
Closed
|
|
