|
1
|
Napa Wealth Management
Napa,
California
|
$9.47M
|
+$3.4M
|
+108,831
|
+59%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.18M
|
-$1.15M
|
-36,953
|
-35%
|
|
|
3
|
ORG Partners
Roanoke,
Indiana
|
$1.4M
|
-$29K
|
-930
|
-2%
|
|
|
4
|
ORG Wealth Partners
Dallas,
Texas
|
$1.15M
|
+$420K
|
+13,472
|
+61%
|
|
|
5
|
Concurrent Investment Advisors
Tampa,
Florida
|
$665K
|
-$19K
|
-608
|
-3%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$514K
|
+$56.8K
|
+1,821
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$444K
|
-$109K
|
-3,477
|
-20%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$309K
|
-$102K
|
-3,260
|
-25%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
-$525K
|
-16,826
|
-65%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188K
|
+$182K
|
+5,824
|
+18,200%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$93.3K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$18.6K
|
–
|
–
|
–
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$9.4K
|
+$9.11K
|
+292
|
New
|
|
|
14
|
WealthShield Partners
Cary,
North Carolina
|
$2.83K
|
-$420K
|
-13,454
|
-99%
|
|
|
15
|
WFA of San Diego
San Diego,
California
|
$2.54K
|
-$1.06K
|
-34
|
-30%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$193
|
-$1.47K
|
-47
|
-89%
|
|
|
17
|
|
$44
|
+$31
|
+1
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$29
|
–
|
–
|
–
|
|
|
19
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$201K
|
-6,623
|
Closed
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$117K
|
-3,857
|
Closed
|
|
