|
1
|
|
$3.27M
|
+$86.8K
|
+5,181
|
+3%
|
|
|
2
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.56M
|
+$15.6K
|
+933
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.55M
|
+$168K
|
+10,048
|
+13%
|
|
|
4
|
|
$1.43M
|
+$1.37M
|
+81,652
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$979K
|
-$37.5K
|
-2,241
|
-4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$936K
|
+$50.2K
|
+2,998
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$762K
|
+$116K
|
+6,927
|
+19%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$740K
|
-$2.8K
|
-167
|
-0.4%
|
|
|
9
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$490K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$471K
|
+$82.6K
|
+4,933
|
+22%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$455K
|
–
|
–
|
–
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$337K
|
-$20.9K
|
-1,246
|
-6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
+$25.6K
|
+1,529
|
+9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$322K
|
+$5.79K
|
+346
|
+2%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$300K
|
+$287K
|
+17,143
|
New
|
|
|
16
|
Covington Capital Management
Los Angeles,
California
|
$261K
|
–
|
–
|
–
|
|
|
17
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$238K
|
-$17
|
-1
|
-0%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$223K
|
+$201
|
+12
|
+0.1%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$221K
|
-$169K
|
-10,075
|
-44%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$199K
|
–
|
–
|
–
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$180K
|
-$11.6K
|
-692
|
-5%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$175K
|
+$167K
|
+9,993
|
New
|
|
|
24
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$148K
|
+$2.28K
|
+136
|
+2%
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$90K
|
+$47.7K
|
+2,850
|
+124%
|
|
