|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.82M
|
-$271K
|
-4,587
|
-7%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$3.52M
|
+$2.03M
|
+34,347
|
+131%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.34M
|
+$34K
|
+577
|
+3%
|
|
|
4
|
|
$999K
|
-$6.31K
|
-107
|
-0.6%
|
|
|
5
|
Values Added Financial
Washington,
District of Columbia
|
$953K
|
-$22.2K
|
-377
|
-2%
|
|
|
6
|
Daiwa Securities Group
Tokyo,
Japan
|
$904K
|
+$109K
|
+1,840
|
+13%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$746K
|
-$152K
|
-2,576
|
-17%
|
|
|
8
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$676K
|
+$64.9K
|
+1,100
|
+10%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$626K
|
-$61.2K
|
-1,038
|
-9%
|
|
|
10
|
Beta Wealth Group
San Diego,
California
|
$536K
|
+$708
|
+12
|
+0.1%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$458K
|
+$92.1K
|
+1,561
|
+25%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$440K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$438K
|
+$48K
|
+814
|
+12%
|
|
|
14
|
Integrity Advisory Solutions
Dallas,
Texas
|
$431K
|
+$50K
|
+848
|
+13%
|
|
|
15
|
|
$338K
|
+$36.9K
|
+625
|
+12%
|
|
|
16
|
Ariadne Wealth Management
Santa Barbara,
California
|
$303K
|
-$1.95K
|
-33
|
-0.7%
|
|
|
17
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$276K
|
+$280K
|
+4,748
|
New
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$269K
|
+$139K
|
+2,348
|
+103%
|
|
|
19
|
Aries Wealth Management
Portland,
Maine
|
$265K
|
-$24.8K
|
-420
|
-8%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$261K
|
-$6.43K
|
-109
|
-2%
|
|
|
21
|
Aprio Wealth Management
Atlanta,
Georgia
|
$233K
|
+$5.07K
|
+86
|
+2%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$179K
|
+$136K
|
+2,307
|
+297%
|
|
|
23
|
|
$111K
|
+$59.3K
|
+1,006
|
+111%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95K
|
-$6.67K
|
-113
|
-6%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$79.9K
|
–
|
–
|
–
|
|
