|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$2.27M
|
+107,011
|
+22%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$1.19M
|
+56,264
|
+23%
|
|
|
3
|
Prospera Financial Services
Dallas,
Texas
|
$1.57M
|
+$13.2K
|
+623
|
+0.9%
|
|
|
4
|
Perigon Wealth Management
San Francisco,
California
|
$1.17M
|
+$24.1K
|
+1,137
|
+2%
|
|
|
5
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$985K
|
-$71.5K
|
-3,368
|
-7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$648K
|
+$86.7K
|
+4,085
|
+16%
|
|
|
7
|
|
$605K
|
-$792K
|
-37,334
|
-57%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$587K
|
+$55.8K
|
+2,627
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$503K
|
-$389K
|
-18,314
|
-44%
|
|
|
10
|
|
$472K
|
+$62.2K
|
+2,930
|
+15%
|
|
|
11
|
Principal Street Partners
Memphis,
Tennessee
|
$441K
|
+$16.8K
|
+790
|
+1%
|
|
|
12
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$436K
|
+$998
|
+47
|
+0.2%
|
|
|
13
|
Flynn Zito Capital Management
Garden City,
New York
|
$389K
|
+$75.2K
|
+3,545
|
+24%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$339K
|
+$333K
|
+15,708
|
New
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$245K
|
-$62.9K
|
-2,964
|
-21%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$208K
|
+$205K
|
+9,643
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
+$83.6K
|
+3,938
|
+79%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81.4K
|
+$80K
|
+3,768
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$74K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$34.9K
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$21.5K
|
-$5.46K
|
-257
|
-21%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$17.8K
|
-$1.63K
|
-77
|
-9%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$12.9K
|
-$122K
|
-5,750
|
-91%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$16.1K
|
-760
|
-81%
|
|
