|
1
|
SOL Capital Management
Rockville,
Maryland
|
$1.98M
|
-$21.8K
|
-1,937
|
-1%
|
|
|
2
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.36M
|
-$7.38K
|
-657
|
-0.6%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$1.11M
|
-$84.8K
|
-7,542
|
-7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$930K
|
+$266K
|
+23,680
|
+41%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$472K
|
+$36.5K
|
+3,246
|
+9%
|
|
|
6
|
Physician Wealth Advisors
Midvale,
Utah
|
$403K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$362K
|
+$2.46K
|
+219
|
+0.7%
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$341K
|
-$16.6K
|
-1,479
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$231K
|
-$51.9K
|
-4,618
|
-19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$207K
|
+$36.8K
|
+3,275
|
+22%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$197K
|
–
|
–
|
–
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$191K
|
–
|
–
|
–
|
|
|
13
|
|
$140K
|
+$30.7K
|
+2,731
|
+29%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$127K
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$115K
|
–
|
–
|
–
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$45.8K
|
–
|
–
|
–
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$34K
|
-$214
|
-19
|
-0.6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$26K
|
+$17K
|
+1,509
|
+208%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
20
|
IEQ Capital
Foster City,
California
|
–
|
-$982K
|
-91,520
|
Closed
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$178K
|
-16,553
|
Closed
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$39K
|
-3,656
|
Closed
|
|
