|
1
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.05M
|
-$171K
|
-11,070
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.62M
|
+$261K
|
+16,871
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$7.43K
|
+480
|
+0.3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
-$253K
|
-16,325
|
-12%
|
|
|
5
|
Logan Stone Capital
Chicago,
Illinois
|
$1.63M
|
-$57.5K
|
-3,716
|
-3%
|
|
|
6
|
|
$1.63M
|
-$55.8K
|
-3,607
|
-3%
|
|
|
7
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.45M
|
+$790K
|
+51,059
|
+110%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$501K
|
+$50.3K
|
+3,251
|
+11%
|
|
|
9
|
Cypress Wealth Services
Palm Desert,
California
|
$485K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$390K
|
+$23.2K
|
+1,500
|
+6%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$366K
|
+$214K
|
+13,850
|
+130%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
$353K
|
+$71.2K
|
+4,600
|
+24%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$337K
|
+$3.3K
|
+213
|
+1%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$294K
|
-$1.05M
|
-68,092
|
-78%
|
|
|
15
|
Advisor Resource Council
Dallas,
Texas
|
$235K
|
+$244K
|
+15,750
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$203K
|
+$128K
|
+8,249
|
+154%
|
|
|
17
|
XML Financial
Bethesda,
Maryland
|
$202K
|
+$7.74K
|
+500
|
+4%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$152K
|
–
|
–
|
–
|
|
|
19
|
Mosaic Financial Group
Chicago,
Illinois
|
$149K
|
–
|
–
|
–
|
|
|
20
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$106K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$36.4K
|
–
|
–
|
–
|
|
|
22
|
Atala Financial
Calabasas,
California
|
$28K
|
–
|
–
|
–
|
|
|
23
|
|
$23.6K
|
+$24.5K
|
+1,583
|
New
|
|
|
24
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$629K
|
-41,741
|
Closed
|
|
|
25
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$167K
|
-11,100
|
Closed
|
|
