|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.82M
|
+$687K
|
+27,644
|
+32%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.98M
|
+$604K
|
+24,302
|
+44%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.24M
|
-$17.4K
|
-700
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.06M
|
-$1.31M
|
-52,858
|
-55%
|
|
|
5
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1M
|
+$1.54K
|
+62
|
+0.2%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$940K
|
+$410K
|
+16,492
|
+78%
|
|
|
7
|
|
$875K
|
-$648K
|
-26,094
|
-43%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$692K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$560K
|
+$373K
|
+14,998
|
+200%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$457K
|
+$19.8K
|
+798
|
+5%
|
|
|
11
|
SimpliFi Inc
San Diego,
California
|
$304K
|
+$1.89K
|
+76
|
+0.6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$287K
|
+$286K
|
+11,510
|
New
|
|
|
13
|
Wealthcare Capital Management
Richmond,
Virginia
|
$283K
|
+$282K
|
+11,341
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$234K
|
+$233K
|
+9,373
|
New
|
|
|
15
|
WealthBridge Capital Management
Westerville,
Ohio
|
$225K
|
+$571
|
+23
|
+0.3%
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$210K
|
+$8.89K
|
+358
|
+4%
|
|
|
17
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$42.4K
|
–
|
–
|
–
|
|
|
18
|
|
$27K
|
+$124
|
+5
|
+0.5%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$26.6K
|
–
|
–
|
–
|
|
|
20
|
Rockefeller Capital Management
New York
|
$6.18K
|
-$1.44K
|
-58
|
-19%
|
|
|
21
|
Olistico Wealth
Tulsa,
Oklahoma
|
$2.49K
|
+$2.48K
|
+100
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$18
|
+$25
|
+1
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$474K
|
-19,104
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$294K
|
-11,850
|
Closed
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$214K
|
-8,630
|
Closed
|
|
