|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14M
|
-$875K
|
-12,374
|
-6%
|
|
|
2
|
Plum Street Advisors
New Orleans,
Louisiana
|
$4.91M
|
+$258K
|
+3,646
|
+5%
|
|
|
3
|
Bulltick Wealth Management
Miami,
Florida
|
$3.01M
|
+$58K
|
+821
|
+2%
|
|
|
4
|
|
$2.77M
|
-$743K
|
-10,502
|
-20%
|
|
|
5
|
|
$1.57M
|
-$468K
|
-6,616
|
-22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.26M
|
+$15.7K
|
+222
|
+1%
|
|
|
7
|
McLean Asset Management
Tysons,
Virginia
|
$1.17M
|
-$46.1K
|
-652
|
-4%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$1.17M
|
+$19.2K
|
+272
|
+2%
|
|
|
9
|
|
$1.05M
|
+$1.1M
|
+15,546
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$897K
|
+$297K
|
+4,204
|
+46%
|
|
|
11
|
Financial Harvest
Winter Park,
Florida
|
$874K
|
+$917K
|
+12,966
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$854K
|
+$15.3K
|
+216
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$687K
|
+$38.5K
|
+544
|
+6%
|
|
|
14
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$658K
|
+$18.8K
|
+266
|
+3%
|
|
|
15
|
Crossmark Global Holdings
Houston,
Texas
|
$548K
|
–
|
–
|
–
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$439K
|
+$461K
|
+6,517
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$337K
|
+$424
|
+6
|
+0.1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$161K
|
-$11.7K
|
-166
|
-6%
|
|
|
19
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$74.1K
|
+$77.8K
|
+1,100
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$63.8K
|
+$67K
|
+947
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$8.8K
|
–
|
–
|
–
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$6.47K
|
+$6.79K
|
+96
|
New
|
|
|
23
|
ORG Partners
Roanoke,
Indiana
|
$6.24K
|
+$71
|
+1
|
+1%
|
|
|
24
|
Endeavor Private Wealth
Topeka,
Kansas
|
$3.45K
|
+$3.61K
|
+51
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$3.39K
|
+$71
|
+1
|
+2%
|
|
