|
1
|
|
$2.13M
|
+$230K
|
+2,110
|
+13%
|
|
|
2
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.53M
|
+$123K
|
+1,126
|
+10%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$1.39M
|
-$9.7K
|
-89
|
-0.8%
|
|
|
4
|
|
$534K
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$501K
|
-$75.2K
|
-690
|
-14%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$446K
|
+$10.9K
|
+100
|
+3%
|
|
|
7
|
|
$407K
|
-$135K
|
-1,238
|
-26%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$399K
|
+$62.2K
|
+571
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$340K
|
-$22K
|
-202
|
-7%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$338K
|
+$311K
|
+2,853
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$315K
|
+$41.2K
|
+378
|
+17%
|
|
|
12
|
|
$252K
|
+$232K
|
+2,130
|
New
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$239K
|
+$545
|
+5
|
+0.2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$214K
|
-$771K
|
-7,073
|
-80%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$48.6K
|
+$109
|
+1
|
+0.2%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$38.5K
|
+$35.4K
|
+325
|
New
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$18.7K
|
+$109
|
+1
|
+0.6%
|
|
|
18
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$17.3K
|
–
|
–
|
–
|
|
|
19
|
Triumph Capital Management
Denver,
Colorado
|
$10.3K
|
–
|
–
|
–
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$8.64K
|
–
|
–
|
–
|
|
|
21
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$8.4K
|
–
|
–
|
–
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.59K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3
|
-$109
|
-1
|
Closed
|
|
|
24
|
|
–
|
-$98.3K
|
-957
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$42.5K
|
-414
|
Closed
|
|
