|
1
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$2.79M
|
+63,290
|
+13%
|
|
|
2
|
Portfolio Strategies
Monsey,
New York
|
$2.33M
|
+$1.56M
|
+35,370
|
+237%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.27M
|
+$246K
|
+5,574
|
+13%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.16M
|
-$137K
|
-3,099
|
-6%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.01M
|
+$2.82K
|
+64
|
+0.3%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$976K
|
-$189K
|
-4,285
|
-17%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$910K
|
+$27.6K
|
+625
|
+3%
|
|
|
8
|
Strategic Advocates
Logan,
Utah
|
$825K
|
+$355K
|
+8,045
|
+82%
|
|
|
9
|
|
$681K
|
+$649K
|
+14,713
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$661K
|
+$75.9K
|
+1,721
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$477K
|
+$173K
|
+3,916
|
+61%
|
|
|
12
|
|
$431K
|
-$3.34M
|
-75,829
|
-89%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$347K
|
-$6.4K
|
-145
|
-2%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$347K
|
+$117K
|
+2,650
|
+55%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$336K
|
+$60.1K
|
+1,362
|
+23%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$243K
|
+$3.09K
|
+70
|
+1%
|
|
|
17
|
LRI Investments
Palm Beach Gardens,
Florida
|
$181K
|
+$165K
|
+3,735
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$179K
|
-$109K
|
-2,479
|
-39%
|
|
|
19
|
Lindbrook Capital
Calabasas,
California
|
$172K
|
+$78.5K
|
+1,780
|
+92%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$3K
|
-68
|
-3%
|
|
|
21
|
|
$106K
|
-$49.4K
|
-1,120
|
-33%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$102K
|
+$66.2K
|
+1,500
|
+214%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$56K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$48.6K
|
–
|
–
|
–
|
|
|
25
|
|
$41.6K
|
–
|
–
|
–
|
|
