|
1
|
|
$1.63M
|
+$1.35M
|
+12,285
|
+340%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$1.22M
|
+$10.4K
|
+94
|
+0.8%
|
|
|
3
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.22M
|
+$1.3M
|
+11,837
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$913K
|
+$978K
|
+8,883
|
New
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$506K
|
-$16.4K
|
-149
|
-3%
|
|
|
6
|
|
$481K
|
-$69.1K
|
-627
|
-12%
|
|
|
7
|
|
$464K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$377K
|
-$29.1K
|
-264
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$315K
|
-$66.1K
|
-600
|
-16%
|
|
|
10
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$288K
|
+$308K
|
+2,799
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$234K
|
-$66.2K
|
-601
|
-21%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$207K
|
+$771
|
+7
|
+0.3%
|
|
|
13
|
|
$98.3K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.5K
|
+$39K
|
+354
|
+590%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$42.2K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$16.2K
|
–
|
–
|
–
|
|
|
17
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Triumph Capital Management
Denver,
Colorado
|
$8.94K
|
–
|
–
|
–
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$7.5K
|
–
|
–
|
–
|
|
|
20
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$7.29K
|
–
|
–
|
–
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.01K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$90
|
–
|
–
|
–
|
|
|
23
|
Hohimer Wealth Management
Seattle,
Washington
|
–
|
-$614K
|
-5,857
|
Closed
|
|
|
24
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$9.9K
|
-95
|
Closed
|
|
