|
1
|
|
$2.86M
|
+$228K
|
+13,930
|
+8%
|
|
|
2
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.39M
|
+$15K
|
+918
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
-$29.3K
|
-1,791
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$919K
|
+$93.5K
|
+5,717
|
+11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$796K
|
+$61.7K
|
+3,773
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$669K
|
-$124K
|
-7,588
|
-15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$577K
|
-$67.8K
|
-4,148
|
-10%
|
|
|
8
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$441K
|
–
|
–
|
–
|
|
|
9
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$439K
|
+$172K
|
+10,500
|
+61%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$410K
|
–
|
–
|
–
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$357K
|
-$160K
|
-9,775
|
-30%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$346K
|
-$4.33M
|
-264,884
|
-92%
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$342K
|
+$116K
|
+7,090
|
+48%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$323K
|
-$11.4K
|
-700
|
-3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$284K
|
+$96.3K
|
+5,886
|
+48%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
-$83.3K
|
-5,091
|
-23%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$261K
|
+$60.6K
|
+3,707
|
+29%
|
|
|
18
|
Covington Capital Management
Los Angeles,
California
|
$235K
|
–
|
–
|
–
|
|
|
19
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$214K
|
+$223K
|
+13,609
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$201K
|
+$229
|
+14
|
+0.1%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$191K
|
+$241K
|
+14,750
|
New
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$179K
|
-$65.3K
|
-3,990
|
-26%
|
|
|
24
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$130K
|
+$2.16K
|
+132
|
+2%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$110K
|
–
|
–
|
–
|
|
