|
1
|
LPL Financial
San Diego,
California
|
$9.41M
|
-$137K
|
-1,611
|
-2%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.73M
|
+$3.55M
|
+41,698
|
+189%
|
|
|
3
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.69M
|
-$71K
|
-834
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
+$121K
|
+1,418
|
+3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.67M
|
+$46.9K
|
+551
|
+3%
|
|
|
6
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.25M
|
+$45.6K
|
+535
|
+4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$417K
|
+4,894
|
+57%
|
|
|
8
|
Kore Private Wealth
New York
|
$1.16M
|
+$382K
|
+4,485
|
+53%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$585K
|
-$121K
|
-1,419
|
-18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$472K
|
-$170
|
-2
|
-0%
|
|
|
11
|
Raub Brock Capital Management
Larkspur,
California
|
$433K
|
–
|
–
|
–
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$354K
|
+$937
|
+11
|
+0.3%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$332K
|
–
|
–
|
–
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$322K
|
+$37K
|
+434
|
+13%
|
|
|
15
|
Accel Wealth Management
Waverly,
Iowa
|
$277K
|
-$5.11K
|
-60
|
-2%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$274K
|
–
|
–
|
–
|
|
|
17
|
|
$193K
|
-$4.43K
|
-52
|
-2%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$118K
|
+$85
|
+1
|
+0.1%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$77K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$40K
|
+$13.2K
|
+155
|
+53%
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$36K
|
-$5.03K
|
-59
|
-13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
23
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$4K
|
-$341
|
-4
|
-8%
|
|
|
24
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$1.13M
|
-13,742
|
Closed
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$255K
|
-3,100
|
Closed
|
|
