|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.4M
|
-$2.37M
|
-56,646
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.31M
|
+$75.3K
|
+1,797
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.82M
|
+$24.9K
|
+594
|
+0.7%
|
|
|
4
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.78M
|
+$297K
|
+7,081
|
+13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.6M
|
-$58.6K
|
-1,399
|
-2%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.83M
|
+$1.77M
|
+42,314
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$956K
|
-$111K
|
-2,639
|
-11%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$639K
|
+$405K
|
+9,674
|
+189%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$560K
|
+$13.2K
|
+316
|
+3%
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$535K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$389K
|
+$4.73K
|
+113
|
+1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$322K
|
+$25.3K
|
+605
|
+9%
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$301K
|
-$71.2K
|
-1,699
|
-20%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$231K
|
+$224K
|
+5,348
|
New
|
|
|
15
|
Accel Wealth Management
Waverly,
Iowa
|
$100K
|
+$97K
|
+2,315
|
New
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$74K
|
-$335
|
-8
|
-0.5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
-$151K
|
-3,614
|
-70%
|
|
|
18
|
Tompkins Financial
Ithaca,
New York
|
$43K
|
–
|
–
|
–
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$7.56K
|
-$65.5K
|
-1,563
|
-90%
|
|
|
20
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$2K
|
-$419
|
-10
|
-20%
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$1K
|
+$1.09K
|
+26
|
New
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
+$1.26K
|
+30
|
New
|
|
|
23
|
tru Independence
Portland,
Oregon
|
$264
|
+$406K
|
+9,704
|
New
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$13K
|
-342
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$42
|
+1
|
New
|
|
