|
1
|
EP Wealth Advisors
Torrance,
California
|
$1.23M
|
+$1.24M
|
+11,745
|
New
|
|
|
2
|
Hohimer Wealth Management
Seattle,
Washington
|
$614K
|
+$619K
|
+5,857
|
New
|
|
|
3
|
|
$556K
|
-$19.8K
|
-187
|
-3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$531K
|
+$59.4K
|
+562
|
+12%
|
|
|
5
|
|
$473K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$412K
|
+$317
|
+3
|
+0.1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$385K
|
+$35.9K
|
+340
|
+10%
|
|
|
8
|
|
$379K
|
-$1.11M
|
-10,532
|
-74%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$302K
|
-$6.34K
|
-60
|
-2%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$211K
|
+$528
|
+5
|
+0.2%
|
|
|
11
|
|
$100K
|
–
|
–
|
–
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$42.9K
|
+$106
|
+1
|
+0.2%
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$16.4K
|
+$106
|
+1
|
+0.6%
|
|
|
14
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$15.3K
|
–
|
–
|
–
|
|
|
15
|
Optima Capital
Beaverton,
Oregon
|
$9.94K
|
+$10K
|
+95
|
New
|
|
|
16
|
Triumph Capital Management
Denver,
Colorado
|
$9.12K
|
+$9.19K
|
+87
|
New
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$7.65K
|
–
|
–
|
–
|
|
|
18
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$7.43K
|
+$7.5K
|
+71
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$6.29K
|
-$80.3K
|
-760
|
-93%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.14K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$99
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$255K
|
-2,284
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$239K
|
-2,145
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$172K
|
-1,542
|
Closed
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
–
|
-$45.2K
|
-405
|
Closed
|
|
