|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.6M
|
-$96.1K
|
-5,103
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$1.23M
|
+65,210
|
+380%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$1.13M
|
-$6.97K
|
-370
|
-0.6%
|
|
|
4
|
|
$826K
|
-$83.3K
|
-4,423
|
-9%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$619K
|
-$56K
|
-2,972
|
-8%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$516K
|
+$512K
|
+27,201
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$481K
|
-$172K
|
-9,160
|
-27%
|
|
|
8
|
|
$423K
|
+$420K
|
+22,285
|
New
|
|
|
9
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$381K
|
-$9.36K
|
-497
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$289K
|
+$4.5K
|
+239
|
+2%
|
|
|
11
|
NTV Asset Management
Charleston,
West Virginia
|
$277K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$268K
|
-$66.7K
|
-3,544
|
-20%
|
|
|
13
|
|
$267K
|
–
|
–
|
–
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$245K
|
-$753
|
-40
|
-0.3%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$214K
|
+$212K
|
+11,283
|
New
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$147K
|
+$146K
|
+7,750
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$94.8K
|
+5,037
|
+262%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$96K
|
-$9.53K
|
-506
|
-9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94K
|
+$640
|
+34
|
+0.7%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$30.3K
|
-$960
|
-51
|
-3%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$948
|
+$941
|
+50
|
New
|
|
|
22
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$152
|
–
|
–
|
–
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
–
|
-$1.13M
|
-61,600
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$545K
|
-29,638
|
Closed
|
|
|
25
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$220K
|
-11,937
|
Closed
|
|
