|
1
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$724K
|
-42,814
|
-22%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$84.8K
|
+5,015
|
+4%
|
|
|
3
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.94M
|
-$222K
|
-13,106
|
-10%
|
|
|
4
|
FirstPurpose Wealth
Orem,
Utah
|
$1.45M
|
-$53.4K
|
-3,160
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$140K
|
-8,277
|
-10%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$458K
|
+$462K
|
+27,343
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$398K
|
+$272K
|
+16,100
|
+210%
|
|
|
8
|
|
$176K
|
+$178K
|
+10,529
|
New
|
|
|
9
|
Atria Wealth Solutions
New York
|
$173K
|
-$36.8K
|
-2,175
|
-17%
|
|
|
10
|
City Holding Co
Charleston,
West Virginia
|
$64.9K
|
–
|
–
|
–
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.3K
|
+$36.6K
|
+2,166
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$36.2K
|
+$36.6K
|
+2,165
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$16.7K
|
+$16.9K
|
+1,000
|
New
|
|
|
14
|
|
$11.7K
|
–
|
–
|
–
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.7K
|
+$11.8K
|
+700
|
New
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$1.84K
|
+$1.86K
|
+110
|
New
|
|
|
17
|
Tucker Asset Management
Littleton,
Colorado
|
$31
|
-$406
|
-24
|
-92%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$17
|
+$17
|
+1
|
New
|
|
|
19
|
AJ Wealth Strategies
New York
|
–
|
-$834K
|
-48,639
|
Closed
|
|
|
20
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$324K
|
-18,883
|
Closed
|
|
