|
1
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.14M
|
+$558K
|
+24,155
|
+12%
|
|
|
2
|
|
$4.66M
|
-$20.6K
|
-893
|
-0.4%
|
|
|
3
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.72M
|
-$236K
|
-10,206
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$21.7K
|
+941
|
+2%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$807K
|
+$16.1K
|
+695
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$787K
|
-$275K
|
-11,910
|
-26%
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$683K
|
-$56.5K
|
-2,445
|
-8%
|
|
|
8
|
Atomi Financial Group
New York
|
$467K
|
-$438K
|
-18,963
|
-49%
|
|
|
9
|
|
$418K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264K
|
-$178K
|
-7,697
|
-41%
|
|
|
11
|
UMB Bank
Kansas City,
Missouri
|
$248K
|
-$7.64K
|
-331
|
-3%
|
|
|
12
|
|
$235K
|
-$455K
|
-19,723
|
-66%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$210K
|
-$59.3K
|
-2,569
|
-22%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$187K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$141K
|
-$482K
|
-20,870
|
-78%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$17K
|
-735
|
-13%
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$103K
|
-$27.5K
|
-1,189
|
-21%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$82.6K
|
+$785
|
+34
|
+1%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$37.3K
|
–
|
–
|
–
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$13.1K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$234
|
–
|
–
|
–
|
|
|
22
|
Vance Wealth
Santa Clarita,
California
|
–
|
-$5M
|
-210,591
|
Closed
|
|
|
23
|
Anfield Capital Management
Irvine,
California
|
–
|
-$1.13M
|
-47,645
|
Closed
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$631K
|
-26,584
|
Closed
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$397K
|
-16,707
|
Closed
|
|
