|
1
|
|
$808K
|
+$34.9K
|
+1,193
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$788K
|
-$105K
|
-3,586
|
-12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$553K
|
+$23.6K
|
+805
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$536K
|
+$21.2K
|
+723
|
+4%
|
|
|
5
|
Ackerman Asset Management
Rockville,
Maryland
|
$518K
|
–
|
–
|
–
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$435K
|
-$29.3K
|
-1,000
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$304K
|
+$39.5K
|
+1,347
|
+15%
|
|
|
8
|
Flow Traders U.S.
New York
|
$283K
|
+$277K
|
+9,459
|
New
|
|
|
9
|
Fortitude Family Office
Scottsdale,
Arizona
|
$206K
|
–
|
–
|
–
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$202K
|
+$198K
|
+6,750
|
New
|
|
|
11
|
First National Trust
Hermitage,
Pennsylvania
|
$201K
|
+$197K
|
+6,720
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$159K
|
-$23.5K
|
-802
|
-13%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$108K
|
+$106K
|
+3,624
|
New
|
|
|
14
|
WealthCollab
Bellevue,
Washington
|
$97.4K
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$96.2K
|
–
|
–
|
–
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$89.4K
|
–
|
–
|
–
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$48.6K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$39.6K
|
+$1.44K
|
+49
|
+4%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$36K
|
-$13.7K
|
-468
|
-28%
|
|
|
21
|
Activest Wealth Management
Aventure,
Florida
|
$33.1K
|
+$615
|
+21
|
+2%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$21.3K
|
+$264
|
+9
|
+1%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$20.8K
|
+$4.89K
|
+167
|
+32%
|
|
|
24
|
Arlington Trust
Birmingham,
Alabama
|
$17.8K
|
–
|
–
|
–
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$14.8K
|
–
|
–
|
–
|
|
