|
1
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$434K
|
+8,927
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.86M
|
+$454K
|
+9,326
|
+19%
|
|
|
3
|
Portfolio Strategies
Monsey,
New York
|
$2.53M
|
+$64.2K
|
+1,319
|
+3%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.72M
|
-$567K
|
-11,656
|
-25%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.15M
|
+$77.9K
|
+1,602
|
+7%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$1.14M
|
+$1.1M
|
+22,575
|
+3,659%
|
|
|
7
|
Strategic Advocates
Logan,
Utah
|
$1.12M
|
+$248K
|
+5,092
|
+29%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.08M
|
+$1.08M
|
+22,108
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
-$1.17K
|
-24
|
-0.1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$824K
|
+$123K
|
+2,530
|
+18%
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$774K
|
+$769K
|
+15,805
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$420K
|
-$85.1K
|
-1,750
|
-17%
|
|
|
13
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$389K
|
+$386K
|
+7,929
|
New
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$379K
|
+$10.2K
|
+210
|
+3%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$315K
|
-$41.4K
|
-851
|
-12%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$313K
|
-$56.4K
|
-1,160
|
-15%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$308K
|
+$50.7K
|
+1,042
|
+20%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$232K
|
+$42.6K
|
+875
|
+23%
|
|
|
19
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$204K
|
+$202K
|
+4,159
|
New
|
|
|
20
|
LRI Investments
Palm Beach Gardens,
Florida
|
$183K
|
–
|
–
|
–
|
|
|
21
|
Lindbrook Capital
Calabasas,
California
|
$182K
|
–
|
–
|
–
|
|
|
22
|
|
$137K
|
+$24.3K
|
+500
|
+22%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
–
|
–
|
–
|
|
|
24
|
Wood Tarver Financial Group
Boise,
Idaho
|
$65K
|
+$64.9K
|
+1,335
|
New
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
