|
1
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.16M
|
-$572K
|
-39,891
|
-8%
|
|
|
2
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2.33M
|
+$949K
|
+66,162
|
+68%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$329K
|
+22,958
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.24M
|
-$264K
|
-18,419
|
-10%
|
|
|
5
|
|
$1.68M
|
+$127K
|
+8,851
|
+8%
|
|
|
6
|
Logan Stone Capital
Chicago,
Illinois
|
$1.49M
|
-$69.1K
|
-4,819
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
-$306K
|
-21,358
|
-18%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$481K
|
+$2.21K
|
+154
|
+0.5%
|
|
|
9
|
Cypress Wealth Services
Palm Desert,
California
|
$463K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$386K
|
+$14.3K
|
+1,000
|
+4%
|
|
|
11
|
Concurrent Investment Advisors
Tampa,
Florida
|
$379K
|
+$42.3K
|
+2,950
|
+12%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$350K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$313K
|
-$8.32K
|
-580
|
-3%
|
|
|
14
|
River Street Advisors
Aurora,
Illinois
|
$294K
|
+$295K
|
+20,593
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$235K
|
+$201K
|
+14,017
|
+574%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$227K
|
+$33.2K
|
+2,315
|
+17%
|
|
|
17
|
XML Financial
Bethesda,
Maryland
|
$192K
|
–
|
–
|
–
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
19
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$21.4K
|
+$21.5K
|
+1,500
|
New
|
|
|
20
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$294K
|
-19,709
|
Closed
|
|
|
21
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$235K
|
-15,750
|
Closed
|
|
|
22
|
Mosaic Financial Group
Chicago,
Illinois
|
–
|
-$149K
|
-10,000
|
Closed
|
|
|
23
|
Atala Financial
Calabasas,
California
|
–
|
-$28K
|
-1,877
|
Closed
|
|
|
24
|
|
–
|
-$23.6K
|
-1,583
|
Closed
|
|
