|
1
|
LPL Financial
San Diego,
California
|
$872K
|
-$97.9K
|
-3,524
|
-11%
|
|
|
2
|
|
$752K
|
-$91.7K
|
-3,302
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$515K
|
-$91.6K
|
-3,297
|
-16%
|
|
|
4
|
Ackerman Asset Management
Rockville,
Maryland
|
$505K
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$501K
|
-$89.3K
|
-3,217
|
-16%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$453K
|
-$25K
|
-900
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$257K
|
+$121K
|
+4,342
|
+97%
|
|
|
8
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$252K
|
-$7K
|
-252
|
-3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$247K
|
-$46.9K
|
-1,688
|
-17%
|
|
|
10
|
Fortitude Family Office
Scottsdale,
Arizona
|
$201K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
+$23.1K
|
+831
|
+16%
|
|
|
12
|
WealthCollab
Bellevue,
Washington
|
$94.9K
|
–
|
–
|
–
|
|
|
13
|
Rockefeller Capital Management
New York
|
$93.7K
|
+$89.4K
|
+3,218
|
New
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$87.1K
|
–
|
–
|
–
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$49K
|
–
|
–
|
–
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$47.3K
|
–
|
–
|
–
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$37.1K
|
-$11.1K
|
-400
|
-24%
|
|
|
19
|
Activest Wealth Management
Aventure,
Florida
|
$31.7K
|
–
|
–
|
–
|
|
|
20
|
Register Financial Advisors
Atlanta,
Georgia
|
$29.1K
|
+$27.8K
|
+1,000
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$20.5K
|
+$9.8K
|
+353
|
+101%
|
|
|
22
|
Arlington Trust
Birmingham,
Alabama
|
$17.3K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$15.4K
|
+$1.94K
|
+70
|
+15%
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$14.4K
|
–
|
–
|
–
|
|
|
25
|
Montag & Associates
Atlanta,
Georgia
|
$13.9K
|
–
|
–
|
–
|
|
