|
1
|
Nuveen
Charlotte,
North Carolina
|
$9.13M
|
+$9.1M
|
+446,333
|
New
|
|
|
2
|
|
$3.72M
|
-$4.45M
|
-218,228
|
-55%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
-$49K
|
-2,401
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$879K
|
-$48.9K
|
-2,397
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$762K
|
+$51.9K
|
+2,547
|
+7%
|
|
|
6
|
|
$744K
|
+$8.26K
|
+405
|
+1%
|
|
|
7
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$639K
|
-$158K
|
-7,763
|
-20%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$518K
|
-$5.55M
|
-272,321
|
-91%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$495K
|
-$952K
|
-46,671
|
-66%
|
|
|
10
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$417K
|
+$8.24K
|
+404
|
+2%
|
|
|
11
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$417K
|
+$415K
|
+20,366
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$412K
|
+$119K
|
+5,850
|
+41%
|
|
|
13
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$341K
|
+$18.5K
|
+908
|
+6%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$278K
|
-$121K
|
-5,949
|
-30%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$223K
|
+$222K
|
+10,884
|
New
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$216K
|
-$62.7K
|
-3,075
|
-23%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$107K
|
+$224
|
+11
|
+0.2%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$82.9K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$73.2K
|
-$12.5M
|
-610,562
|
-99%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
-$104K
|
-5,102
|
-68%
|
|
|
21
|
Accel Wealth Management
Waverly,
Iowa
|
$36.3K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$33.1K
|
–
|
–
|
–
|
|
|
23
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$25.9K
|
+$12.9K
|
+633
|
+100%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$16.9K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$13.5K
|
-$11.5K
|
-565
|
-46%
|
|
