|
1
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
+$9.34M
|
+453,324
|
+1,472%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.07M
|
-$2.57M
|
-124,821
|
-34%
|
|
|
3
|
Nuveen
Charlotte,
North Carolina
|
$2.07M
|
-$1.2M
|
-58,409
|
-37%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$1.5M
|
+$38.5K
|
+1,870
|
+3%
|
|
|
5
|
|
$1.35M
|
-$2.7M
|
-130,888
|
-67%
|
|
|
6
|
Perigon Wealth Management
San Francisco,
California
|
$1.1M
|
+$1.09M
|
+52,964
|
New
|
|
|
7
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.01M
|
+$10.7K
|
+519
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$861K
|
+$82.7K
|
+4,014
|
+11%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$536K
|
-$147K
|
-7,132
|
-22%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$508K
|
+$506K
|
+24,564
|
New
|
|
|
11
|
Principal Street Partners
Memphis,
Tennessee
|
$421K
|
+$15.9K
|
+774
|
+1%
|
|
|
12
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$417K
|
-$14.4K
|
-698
|
-3%
|
|
|
13
|
|
$392K
|
-$19.3K
|
-936
|
-5%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
15
|
Flynn Zito Capital Management
Garden City,
New York
|
$300K
|
+$298K
|
+14,492
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$296K
|
+$1.61K
|
+78
|
+0.5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$131K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
+$33.8K
|
+1,639
|
+49%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$70.9K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$33.4K
|
–
|
–
|
–
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$25.9K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
-$72.1K
|
-3,500
|
-79%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$18.7K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
+$4.04K
|
+196
|
New
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
$1.69K
|
+$1.69K
|
+82
|
New
|
|
