|
1
|
Beta Wealth Group
San Diego,
California
|
$8.09M
|
+$8.23M
|
+140,956
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.68M
|
+$471K
|
+8,067
|
+11%
|
|
|
3
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$4.41M
|
+$4.48M
|
+76,790
|
New
|
|
|
4
|
Cooper Financial Group
Irvine,
California
|
$2.75M
|
-$85.6K
|
-1,467
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.05M
|
-$25.7K
|
-440
|
-1%
|
|
|
6
|
|
$1.81M
|
+$152K
|
+2,598
|
+9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.15M
|
-$403K
|
-6,898
|
-26%
|
|
|
8
|
IFG Advisory
Atlanta,
Georgia
|
$746K
|
–
|
–
|
–
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$280K
|
-$4.03K
|
-69
|
-1%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$269K
|
-$159K
|
-2,720
|
-37%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
-$292
|
-5
|
-0.1%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$145K
|
-$77.1K
|
-1,321
|
-34%
|
|
|
13
|
Private Trust Company
Cleveland,
Ohio
|
$138K
|
+$140K
|
+2,400
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$137K
|
+$39.8K
|
+682
|
+40%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$101K
|
+$60K
|
+1,028
|
+138%
|
|
|
16
|
Accent Capital Management
Centerville,
Ohio
|
$57.4K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40K
|
-$15.6K
|
-268
|
-28%
|
|
|
18
|
Abound Financial
Granite Bay,
California
|
$31.5K
|
+$32.1K
|
+550
|
New
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.9K
|
–
|
–
|
–
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$8.2K
|
–
|
–
|
–
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$688
|
+$700
|
+12
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$70
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$58
|
-1
|
Closed
|
|
