|
1
|
Beta Wealth Group
San Diego,
California
|
$10.6M
|
+$2.09M
|
+36,823
|
+26%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.56M
|
+$1.6M
|
+28,143
|
+34%
|
|
|
3
|
Cooper Financial Group
Irvine,
California
|
$2.84M
|
-$26.1K
|
-460
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
+$49K
|
+864
|
+2%
|
|
|
5
|
|
$1.82M
|
-$59.3K
|
-1,047
|
-3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.38M
|
+$169K
|
+2,980
|
+15%
|
|
|
7
|
IFG Advisory
Atlanta,
Georgia
|
$788K
|
+$10.7K
|
+188
|
+1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$291K
|
–
|
–
|
–
|
|
|
9
|
Private Trust Company
Cleveland,
Ohio
|
$276K
|
+$126K
|
+2,220
|
+93%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$206K
|
+$196K
|
+3,454
|
New
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$196K
|
+$87K
|
+1,535
|
+86%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$115K
|
-$34.5K
|
-608
|
-24%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$70.7K
|
-$68K
|
-1,199
|
-50%
|
|
|
14
|
Accent Capital Management
Centerville,
Ohio
|
$59.8K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
+$170
|
+3
|
+0.4%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.9K
|
–
|
–
|
–
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$8.55K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.67K
|
+$1.59K
|
+28
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$60
|
+$57
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$58
|
–
|
–
|
–
|
|
|
21
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
–
|
-$4.41M
|
-76,790
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$269K
|
-4,695
|
Closed
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$229K
|
-3,996
|
Closed
|
|
|
24
|
Abound Financial
Granite Bay,
California
|
–
|
-$31.5K
|
-550
|
Closed
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$688
|
-12
|
Closed
|
|
