|
1
|
SOL Capital Management
Rockville,
Maryland
|
$1.62M
|
+$90.4K
|
+10,100
|
+6%
|
|
|
2
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.08M
|
+$67.6K
|
+7,550
|
+7%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$1.02M
|
-$8.55K
|
-955
|
-0.9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$608K
|
-$904
|
-101
|
-0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$540K
|
+$49.6K
|
+5,538
|
+11%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$344K
|
-$178K
|
-19,938
|
-35%
|
|
|
7
|
Physician Wealth Advisors
Midvale,
Utah
|
$338K
|
+$309K
|
+34,500
|
New
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$296K
|
-$21.3K
|
-2,377
|
-7%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$238K
|
+$226K
|
+25,250
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$226K
|
+$3.88K
|
+433
|
+2%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$163K
|
–
|
–
|
–
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$156K
|
+$148K
|
+16,553
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$114K
|
+$5.73K
|
+640
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$105K
|
+$5.09K
|
+569
|
+5%
|
|
|
15
|
|
$102K
|
-$43.1K
|
-4,815
|
-31%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73K
|
+$20K
|
+2,231
|
+41%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$44K
|
+$14.5K
|
+1,620
|
+53%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$44K
|
+$42.3K
|
+4,720
|
New
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$37.7K
|
-$8.95K
|
-1,000
|
-20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Weaver Consulting Group
Huntington Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$274K
|
-34,461
|
Closed
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$212K
|
-26,683
|
Closed
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$113K
|
-14,200
|
Closed
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$106K
|
-13,400
|
Closed
|
|
