|
1
|
Nuveen
Charlotte,
North Carolina
|
$8.89M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.15M
|
+$7M
|
+343,626
|
+524%
|
|
|
3
|
Prospera Financial Services
Dallas,
Texas
|
$1.35M
|
+$226K
|
+11,094
|
+19%
|
|
|
4
|
|
$822K
|
+$85.3K
|
+4,188
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$812K
|
-$128K
|
-6,262
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$747K
|
-$34.7K
|
-1,704
|
-4%
|
|
|
7
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$533K
|
-$4.89K
|
-240
|
-0.9%
|
|
|
8
|
|
$434K
|
-$3.57M
|
-175,379
|
-89%
|
|
|
9
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$371K
|
+$1.3K
|
+64
|
+0.3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$303K
|
+$55.7K
|
+2,735
|
+22%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$298K
|
-$121K
|
-5,928
|
-28%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$241K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$125K
|
+6,131
|
+6,131%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$80.7K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
-$4.18K
|
-205
|
-7%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$37.8K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$36.5K
|
-$3.38K
|
-166
|
-8%
|
|
|
19
|
Buck Wealth Strategies
Denver,
Colorado
|
$34.3K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$17.8K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$352K
|
-16,995
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$312K
|
-15,082
|
Closed
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$247K
|
-11,924
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$216K
|
-10,426
|
Closed
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$33K
|
-1,589
|
Closed
|
|
