|
1
|
|
$14.6M
|
-$2.06M
|
-24,390
|
-12%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$5.43M
|
+$1.03M
|
+12,142
|
+23%
|
|
|
3
|
|
$4.67M
|
+$1.05M
|
+12,457
|
+29%
|
|
|
4
|
True Link Financial Advisors
San Francisco,
California
|
$1.85M
|
–
|
–
|
–
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$1.6M
|
+$30.2K
|
+358
|
+2%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$810K
|
+$10.2K
|
+121
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$680K
|
-$82.6K
|
-978
|
-11%
|
|
|
8
|
Investment Advisory Group
Hanover,
Massachusetts
|
$620K
|
-$218K
|
-2,578
|
-26%
|
|
|
9
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$604K
|
+$600K
|
+7,103
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$586K
|
+$7.35K
|
+87
|
+1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$464K
|
-$13.8K
|
-163
|
-3%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$425K
|
–
|
–
|
–
|
|
|
13
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$399K
|
-$10.2K
|
-121
|
-3%
|
|
|
14
|
Sterneck Capital Management
Kansas City,
Missouri
|
$392K
|
-$13.2K
|
-156
|
-3%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$353K
|
-$19.2K
|
-227
|
-5%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$338K
|
-$14.4K
|
-170
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$306K
|
-$1.77K
|
-21
|
-0.6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$187K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$87.1K
|
+$42.6K
|
+505
|
+97%
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
$85.1K
|
-$169K
|
-2,000
|
-67%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$35.6K
|
+$19.8K
|
+234
|
+126%
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$15K
|
-$253
|
-3
|
-2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$8.58K
|
+$84
|
+1
|
+1%
|
|
|
25
|
|
$8K
|
–
|
–
|
–
|
|
