|
1
|
LPL Financial
San Diego,
California
|
$9.45M
|
-$18K
|
-195
|
-0.2%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.64M
|
+$2.94M
|
+31,824
|
+50%
|
|
|
3
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.81M
|
+$89.5K
|
+969
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.98M
|
-$12.3K
|
-133
|
-0.3%
|
|
|
5
|
Kore Private Wealth
New York
|
$2M
|
+$843K
|
+9,135
|
+71%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
-$76.5K
|
-829
|
-4%
|
|
|
7
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.08M
|
-$22.6K
|
-245
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$599K
|
+$9.32K
|
+101
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$438K
|
-$37.7K
|
-408
|
-8%
|
|
|
10
|
Raub Brock Capital Management
Larkspur,
California
|
$437K
|
+$1.11K
|
+12
|
+0.2%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$372K
|
–
|
–
|
–
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$356K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$351K
|
+$359K
|
+3,888
|
New
|
|
|
14
|
Accel Wealth Management
Waverly,
Iowa
|
$279K
|
–
|
–
|
–
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$276K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$233K
|
-$1.01M
|
-10,917
|
-81%
|
|
|
17
|
|
$187K
|
-$7.38K
|
-80
|
-4%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$119K
|
-$277
|
-3
|
-0.2%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$77K
|
+$185
|
+2
|
+0.2%
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$55.9K
|
+$57.1K
|
+618
|
New
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$36K
|
-$831
|
-9
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$32.3K
|
-350
|
-78%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
24
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$322K
|
-3,876
|
Closed
|
|
