|
1
|
Nuveen
Charlotte,
North Carolina
|
$25.9M
|
+$25.7M
|
+1,234,319
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.24M
|
-$4.55M
|
-218,924
|
-36%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.21M
|
-$891K
|
-42,887
|
-22%
|
|
|
4
|
|
$3.2M
|
+$763K
|
+36,690
|
+32%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$1.56M
|
+$146K
|
+7,024
|
+10%
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$1.38M
|
-$127K
|
-6,096
|
-8%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$1.13M
|
+$1.5K
|
+72
|
+0.1%
|
|
|
8
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$978K
|
-$65.2K
|
-3,139
|
-6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$942K
|
-$98.8K
|
-4,752
|
-10%
|
|
|
10
|
|
$665K
|
+$69K
|
+3,321
|
+12%
|
|
|
11
|
Flynn Zito Capital Management
Garden City,
New York
|
$590K
|
+$23.8K
|
+1,144
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$552K
|
+$124K
|
+5,977
|
+29%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$431K
|
-$35.2K
|
-1,692
|
-8%
|
|
|
14
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$337K
|
-$9.31K
|
-448
|
-3%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$253K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$33.9K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12.6K
|
–
|
–
|
–
|
|
|
19
|
AmeriFlex Group
Las Vegas,
Nevada
|
$4.11K
|
+$21
|
+1
|
+0.5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$1.77K
|
+$21
|
+1
|
+1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1M
|
-48,661
|
Closed
|
|
|
23
|
|
–
|
-$300K
|
-14,517
|
Closed
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
–
|
-$215K
|
-10,420
|
Closed
|
|
|
25
|
AssetMark Inc
Concord,
California
|
–
|
-$20.5K
|
-994
|
Closed
|
|
