|
1
|
|
$13.8M
|
-$399K
|
-4,782
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$5.82M
|
+$281K
|
+3,367
|
+5%
|
|
|
3
|
|
$2.48M
|
-$3.76M
|
-45,063
|
-60%
|
|
|
4
|
True Link Financial Advisors
San Francisco,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$806K
|
-$4.34K
|
-52
|
-0.5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$552K
|
-$32.3K
|
-387
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$450K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$437K
|
+$442K
|
+5,294
|
New
|
|
|
9
|
Investment Advisory Group
Hanover,
Massachusetts
|
$406K
|
-$107K
|
-1,285
|
-21%
|
|
|
10
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$373K
|
-$14.3K
|
-171
|
-4%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$327K
|
-$16.7K
|
-200
|
-5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$303K
|
-$60.6K
|
-726
|
-17%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$283K
|
-$417
|
-5
|
-0.1%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$237K
|
-$88.9K
|
-1,065
|
-27%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$128K
|
+$128K
|
+1,539
|
New
|
|
|
16
|
Optimum Investment Advisors
Chicago,
Illinois
|
$82.6K
|
–
|
–
|
–
|
|
|
17
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$33.4K
|
+$33.7K
|
+404
|
New
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$28.7K
|
+$334
|
+4
|
+1%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.96K
|
-$58.1K
|
-696
|
-92%
|
|
|
22
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.14K
|
+$3.17K
|
+38
|
New
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$1.82K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$811
|
–
|
–
|
–
|
|
|
25
|
|
$413
|
-$7.43K
|
-89
|
-95%
|
|
