|
1
|
|
$26.6M
|
-$5.56M
|
-352,150
|
-18%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.7M
|
-$4.58M
|
-290,360
|
-30%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.25M
|
+$409K
|
+25,899
|
+12%
|
|
|
4
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.05M
|
-$77.4K
|
-4,900
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
-$32.8K
|
-2,074
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.42M
|
+$162K
|
+10,247
|
+14%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.4M
|
+$39.7K
|
+2,516
|
+3%
|
|
|
8
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.31M
|
+$479K
|
+30,364
|
+66%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$1.2M
|
+$1.11M
|
+70,507
|
New
|
|
|
10
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.09M
|
+$23K
|
+1,455
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$786K
|
+$251K
|
+15,894
|
+53%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$646K
|
+$27.6K
|
+1,751
|
+5%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$508K
|
+$117K
|
+7,424
|
+33%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$479K
|
+$443K
|
+28,026
|
New
|
|
|
15
|
Oppenheimer & Co
New York
|
$462K
|
+$77.4K
|
+4,900
|
+22%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$387K
|
-$28K
|
-1,775
|
-7%
|
|
|
17
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$369K
|
+$69.5K
|
+4,400
|
+26%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$353K
|
+$39.9K
|
+2,529
|
+14%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$313K
|
+$46.5K
|
+2,942
|
+19%
|
|
|
20
|
Keel Point
Huntsville,
Alabama
|
$290K
|
–
|
–
|
–
|
|
|
21
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$282K
|
+$261K
|
+16,510
|
New
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$256K
|
-$115K
|
-7,299
|
-33%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$243K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$230K
|
+$213K
|
+13,461
|
New
|
|
|
25
|
Catalina Capital Group
Torrance,
California
|
$219K
|
+$316
|
+20
|
+0.2%
|
|
