|
1
|
Nuveen
Charlotte,
North Carolina
|
$9.38M
|
–
|
–
|
–
|
|
|
2
|
|
$3.16M
|
-$657K
|
-31,484
|
-17%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$918K
|
+44,017
|
+219%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$909K
|
+$5.74K
|
+275
|
+0.6%
|
|
|
5
|
|
$799K
|
+$33.9K
|
+1,624
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$796K
|
+$13.8K
|
+663
|
+2%
|
|
|
7
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$648K
|
-$8.72K
|
-418
|
-1%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$440K
|
-$68.5K
|
-3,283
|
-14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$424K
|
-$107K
|
-5,116
|
-20%
|
|
|
10
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$381K
|
+$29.9K
|
+1,433
|
+9%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$344K
|
+$115K
|
+5,503
|
+51%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$317K
|
-$761K
|
-36,492
|
-71%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$259K
|
-$26.2K
|
-1,258
|
-9%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$245K
|
-$181K
|
-8,694
|
-43%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$220K
|
-$1.4K
|
-67
|
-0.6%
|
|
|
16
|
Equitable Holdings
New York
|
$201K
|
+$199K
|
+9,550
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$85.1K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59K
|
-$50.1K
|
-2,400
|
-46%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$55.5K
|
-$19.6K
|
-941
|
-26%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$39.8K
|
+$5.82K
|
+279
|
+17%
|
|
|
22
|
Accel Wealth Management
Waverly,
Iowa
|
$37.3K
|
–
|
–
|
–
|
|
|
23
|
Buck Wealth Strategies
Denver,
Colorado
|
$36.9K
|
+$36.6K
|
+1,756
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
+$1.61K
|
+77
|
+9%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$13.9K
|
–
|
–
|
–
|
|
