|
1
|
|
$6.02M
|
+$180K
|
+16,725
|
+3%
|
|
|
2
|
|
$3.45M
|
-$245K
|
-22,853
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
-$71.7K
|
-6,675
|
-3%
|
|
|
4
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.58M
|
+$129K
|
+11,980
|
+6%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.56M
|
+$2.4M
|
+223,709
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
+$152K
|
+14,196
|
+14%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.19M
|
+$37.5K
|
+3,494
|
+3%
|
|
|
8
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.02M
|
+$629K
|
+58,582
|
+193%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$672K
|
+$21.1K
|
+1,968
|
+3%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$591K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$588K
|
+$257K
|
+23,953
|
+87%
|
|
|
12
|
|
$574K
|
+$538K
|
+50,110
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$536K
|
-$70.9K
|
-6,607
|
-12%
|
|
|
14
|
Lane Generational
Dover,
Massachusetts
|
$468K
|
–
|
–
|
–
|
|
|
15
|
Founders Financial Securities
Towson,
Maryland
|
$400K
|
-$3.84K
|
-358
|
-1%
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$367K
|
+$344K
|
+32,055
|
New
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$299K
|
+$1.07K
|
+100
|
+0.4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
+$40.8K
|
+3,802
|
+21%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$244K
|
-$86.1K
|
-8,020
|
-27%
|
|
|
20
|
Evoke Wealth
Los Angeles,
California
|
$242K
|
-$78.1K
|
-7,273
|
-26%
|
|
|
21
|
GFG Capital
Miami,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188K
|
-$767K
|
-71,398
|
-81%
|
|
|
23
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$160K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$154K
|
-$2.43K
|
-226
|
-2%
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$150K
|
–
|
–
|
–
|
|
