|
1
|
Berkeley Inc
Boise,
Idaho
|
$10.3M
|
+$33.1K
|
+752
|
+0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.43M
|
+$4.84M
|
+109,850
|
+381%
|
|
|
3
|
Channel Wealth
Santa Barbara,
California
|
$4.26M
|
+$4.04M
|
+91,720
|
New
|
|
|
4
|
|
$3.92M
|
+$863K
|
+19,597
|
+30%
|
|
|
5
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.51M
|
+$542K
|
+12,312
|
+29%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$2.49M
|
+$2.36M
|
+53,577
|
New
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.43M
|
+$170K
|
+3,856
|
+8%
|
|
|
8
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.92M
|
+$1.06M
|
+24,008
|
+138%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$1.87M
|
+$1.71M
|
+38,862
|
+2,887%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
-$2.14M
|
-48,528
|
-57%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.4M
|
+$1.33M
|
+30,227
|
New
|
|
|
12
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.3M
|
-$88.5K
|
-2,011
|
-7%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$1.19M
|
+$4.84K
|
+110
|
+0.4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$405K
|
+9,211
|
+65%
|
|
|
15
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.05M
|
+$129K
|
+2,932
|
+15%
|
|
|
16
|
Bearing Point Capital
Bloomington,
Minnesota
|
$1M
|
+$151K
|
+3,438
|
+19%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$762K
|
-$1.31M
|
-29,716
|
-64%
|
|
|
18
|
Evelyn Partners Investment Management
London,
|
$689K
|
–
|
–
|
–
|
|
|
19
|
WBI Investments
Red Bank,
New Jersey
|
$640K
|
+$98.9K
|
+2,246
|
+19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$561K
|
+$1.36K
|
+31
|
+0.3%
|
|
|
21
|
|
$542K
|
+$514K
|
+11,672
|
New
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$514K
|
+$11.4K
|
+259
|
+2%
|
|
|
23
|
Essential Partners
Rancho Santa Fe,
California
|
$356K
|
-$20K
|
-454
|
-6%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$246K
|
–
|
–
|
–
|
|
|
25
|
PFG Investments
Woodbury,
New York
|
$237K
|
-$6.82K
|
-155
|
-3%
|
|
