|
1
|
Beta Wealth Group
San Diego,
California
|
$11.7M
|
+$11.3K
|
+180
|
+0.1%
|
|
|
2
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$10M
|
+$9.58M
|
+152,218
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.62M
|
+$389K
|
+6,180
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.44M
|
+$34.7K
|
+552
|
+2%
|
|
|
5
|
|
$1.39M
|
-$588K
|
-9,349
|
-31%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.29M
|
-$218K
|
-3,459
|
-15%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.21M
|
+$939K
|
+14,920
|
+432%
|
|
|
8
|
IFG Advisory
Atlanta,
Georgia
|
$824K
|
-$40.9K
|
-650
|
-5%
|
|
|
9
|
Cooper Financial Group
Irvine,
California
|
$632K
|
-$2.38M
|
-37,887
|
-80%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$350K
|
+$128K
|
+2,034
|
+61%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$320K
|
–
|
–
|
–
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$301K
|
+$288K
|
+4,580
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
+$24.5K
|
+390
|
+33%
|
|
|
15
|
Accent Capital Management
Centerville,
Ohio
|
$65.8K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$189
|
+3
|
+0.4%
|
|
|
17
|
Clearstead Advisors
Cleveland,
Ohio
|
$26.3K
|
–
|
–
|
–
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$11.3K
|
-$110K
|
-1,751
|
-91%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$9.35K
|
–
|
–
|
–
|
|
|
20
|
|
$6.58K
|
+$6.29K
|
+100
|
New
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$789
|
+$755
|
+12
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$65
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.67K
|
-28
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$60
|
-1
|
Closed
|
|
