|
1
|
Kestra Advisory Services
Austin,
Texas
|
$3.6M
|
+$3.51M
|
+98,262
|
New
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.33M
|
+$2.91M
|
+81,402
|
+864%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.04M
|
+$1.86M
|
+51,990
|
+167%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$466K
|
+13,023
|
+27%
|
|
|
5
|
|
$2.13M
|
-$78.1K
|
-2,184
|
-4%
|
|
|
6
|
Equitable Holdings
New York
|
$1.35M
|
+$913K
|
+25,554
|
+227%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$919K
|
+$366K
|
+10,248
|
+69%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$578K
|
+$9.87K
|
+276
|
+2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$499K
|
+$487K
|
+13,635
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$375K
|
+$4.72K
|
+132
|
+1%
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$317K
|
+$310K
|
+8,667
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$312K
|
-$2.29M
|
-64,056
|
-88%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$290K
|
+$283K
|
+7,929
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$245K
|
-$94.1K
|
-2,631
|
-28%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$114K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$99K
|
–
|
–
|
–
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$97.8K
|
+$26.4K
|
+738
|
+38%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$76.9K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.7K
|
+$40.9K
|
+1,143
|
+156%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.4K
|
+$107
|
+3
|
+0.2%
|
|
|
21
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$44.6K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
23
|
EPG Wealth Management
Atlanta,
Georgia
|
$36K
|
+$214
|
+6
|
+0.6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$536K
|
-14,997
|
-95%
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
$21.3K
|
–
|
–
|
–
|
|
