|
1
|
|
$5.06M
|
+$4.3M
|
+169,222
|
+674%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$4.29M
|
–
|
–
|
–
|
|
|
3
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.69M
|
+$64.7K
|
+2,544
|
+2%
|
|
|
4
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.73M
|
-$4.12M
|
-161,899
|
-61%
|
|
|
5
|
|
$2.26M
|
-$142K
|
-5,606
|
-6%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$1.12M
|
-$243K
|
-9,565
|
-18%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$68.7K
|
-2,701
|
-6%
|
|
|
8
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.09M
|
+$1.06M
|
+41,794
|
New
|
|
|
9
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.08M
|
+$385K
|
+15,133
|
+58%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$734K
|
+$71.5K
|
+2,813
|
+11%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$493K
|
-$25.9K
|
-1,017
|
-5%
|
|
|
12
|
Flow Traders U.S.
New York
|
$435K
|
-$3.72M
|
-146,383
|
-90%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$389K
|
+$65.4K
|
+2,571
|
+21%
|
|
|
14
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$334K
|
+$5.21K
|
+205
|
+2%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$275K
|
+$1.14K
|
+45
|
+0.4%
|
|
|
16
|
Fagan Associates
Troy,
New York
|
$210K
|
-$13.9K
|
-545
|
-6%
|
|
|
17
|
LifePlan Financial Group
Dayton,
Ohio
|
$113K
|
-$8.11K
|
-319
|
-7%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$63K
|
-$8.03M
|
-315,717
|
-99%
|
|
|
19
|
Aspire Private Capital
Cornelius,
North Carolina
|
$24K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16K
|
+$51
|
+2
|
+0.3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
-$6.3K
|
-248
|
-31%
|
|
|
23
|
|
$14K
|
-$585
|
-23
|
-4%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
-$1.38M
|
-54,382
|
-100%
|
|
