|
1
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$380K
|
+25,284
|
+2%
|
|
|
2
|
|
$13.4M
|
-$75K
|
-4,995
|
-0.5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$1.72M
|
+114,298
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.67M
|
+$2.37M
|
+158,069
|
+36%
|
|
|
5
|
Mission Hills Financial Advisory
San Diego,
California
|
$7.63M
|
+$1.08M
|
+71,686
|
+16%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.99M
|
+$472K
|
+31,459
|
+7%
|
|
|
7
|
TrueMark Investments
Chicago,
Illinois
|
$4.05M
|
+$4.21M
|
+280,134
|
New
|
|
|
8
|
Two Sigma Investments
New York
|
$3.66M
|
+$1.08M
|
+71,800
|
+40%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
+$732K
|
+48,764
|
+56%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$856K
|
+57,035
|
+78%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
-$199K
|
-13,244
|
-11%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.35M
|
-$9.16K
|
-610
|
-0.6%
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.22M
|
-$106K
|
-7,050
|
-8%
|
|
|
14
|
Equitable Holdings
New York
|
$931K
|
-$9.82K
|
-654
|
-1%
|
|
|
15
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$918K
|
+$40.6K
|
+2,705
|
+4%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$835K
|
-$196K
|
-13,038
|
-18%
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$752K
|
-$24.5K
|
-1,630
|
-3%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$717K
|
+$4.41K
|
+294
|
+0.6%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$710K
|
+$20.4K
|
+1,359
|
+3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$608K
|
+$11.2K
|
+745
|
+2%
|
|
|
21
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$554K
|
-$124K
|
-8,256
|
-18%
|
|
|
22
|
Triumph Capital Management
Denver,
Colorado
|
$551K
|
+$47.3K
|
+3,154
|
+9%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$531K
|
-$150K
|
-9,971
|
-21%
|
|
|
24
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$523K
|
+$36.2K
|
+2,414
|
+7%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$498K
|
+$289K
|
+19,224
|
+126%
|
|
