|
1
|
Nuveen
Charlotte,
North Carolina
|
$9.43M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.84M
|
+$187K
|
+9,288
|
+2%
|
|
|
3
|
|
$2.66M
|
+$2.1M
|
+103,931
|
+477%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$1.45M
|
+$17.2K
|
+853
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$779K
|
-$12K
|
-593
|
-2%
|
|
|
6
|
|
$654K
|
-$208K
|
-10,323
|
-25%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$591K
|
+$258K
|
+12,767
|
+84%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$587K
|
-$262K
|
-12,978
|
-32%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$534K
|
+$510K
|
+25,286
|
New
|
|
|
10
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$394K
|
+$525
|
+26
|
+0.1%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$363K
|
+$346K
|
+17,142
|
New
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$303K
|
-$12.5K
|
-619
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$134K
|
-$116K
|
-5,750
|
-48%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$85.6K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
+$15.3K
|
+760
|
+28%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$40K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$38.7K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$18.9K
|
–
|
–
|
–
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$10.2K
|
+$9.75K
|
+483
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.13K
|
-$124K
|
-6,130
|
-98%
|
|
|
22
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
–
|
-$533K
|
-26,755
|
Closed
|
|
|
23
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$34.3K
|
-1,723
|
Closed
|
|
