|
1
|
|
$14M
|
-$335K
|
-4,012
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$6.72M
|
+$616K
|
+7,374
|
+10%
|
|
|
3
|
|
$5.69M
|
+$3M
|
+35,951
|
+120%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$837K
|
-$4.84K
|
-58
|
-0.6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$637K
|
+$617K
|
+7,384
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$471K
|
–
|
–
|
–
|
|
|
7
|
Investment Advisory Group
Hanover,
Massachusetts
|
$371K
|
-$51.5K
|
-617
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$359K
|
-$211K
|
-2,525
|
-38%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$341K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$341K
|
+$200K
|
+2,393
|
+155%
|
|
|
11
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$338K
|
-$50.1K
|
-600
|
-13%
|
|
|
12
|
Quadcap Wealth Management
Frisco,
Texas
|
$314K
|
+$304K
|
+3,637
|
New
|
|
|
13
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$313K
|
+$303K
|
+3,628
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$298K
|
+$2.26K
|
+27
|
+0.8%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$228K
|
-$19.6K
|
-235
|
-8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$200K
|
-$249K
|
-2,975
|
-56%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$144K
|
-$167K
|
-2,003
|
-55%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$30.4K
|
+$501
|
+6
|
+2%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$84
|
+1
|
+1%
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$1.9K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$848
|
–
|
–
|
–
|
|
|
23
|
|
$431
|
–
|
–
|
–
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$121
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$26
|
–
|
–
|
–
|
|
