|
1
|
SOL Capital Management
Rockville,
Maryland
|
$1.87M
|
–
|
–
|
–
|
|
|
2
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.28M
|
+$19.6K
|
+1,900
|
+2%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$1.12M
|
+$928
|
+90
|
+0.1%
|
|
|
4
|
IEQ Capital
Foster City,
California
|
$982K
|
+$943K
|
+91,520
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$617K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$407K
|
-$200K
|
-19,396
|
-34%
|
|
|
7
|
Physician Wealth Advisors
Midvale,
Utah
|
$387K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
-$2.39K
|
-232
|
-0.7%
|
|
|
9
|
Horizon Kinetics Asset Management
New York
|
$335K
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$266K
|
+$4.14K
|
+402
|
+2%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$184K
|
–
|
–
|
–
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$179K
|
–
|
–
|
–
|
|
|
13
|
BOK Financial
Tulsa,
Oklahoma
|
$178K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$159K
|
+$12.3K
|
+1,196
|
+9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$119K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
17
|
|
$101K
|
-$5.28K
|
-512
|
-5%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$42.9K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39K
|
-$42K
|
-4,072
|
-53%
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$32K
|
-$10.1K
|
-984
|
-25%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$278
|
+27
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$3K
|
-300
|
Closed
|
|
