|
1
|
|
$89.5M
|
+$85.4M
|
+1,340,278
|
New
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$88.2M
|
+$2.01M
|
+31,610
|
+2%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$15.7M
|
-$474K
|
-7,447
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$9.84M
|
-$217K
|
-3,412
|
-2%
|
|
|
5
|
EWG Elevate
Roseville,
California
|
$2.12M
|
+$198K
|
+3,103
|
+11%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$375K
|
+5,894
|
+25%
|
|
|
7
|
|
$873K
|
+$833K
|
+13,081
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$403K
|
-$36.8K
|
-578
|
-9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$269K
|
-$52.5K
|
-825
|
-17%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$228K
|
–
|
–
|
–
|
|
|
11
|
Horan Securities
Cincinnati,
United States
|
$150K
|
+$318
|
+5
|
+0.2%
|
|
|
12
|
|
$47.7K
|
-$63.7K
|
-1,000
|
-58%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.2K
|
–
|
–
|
–
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$31.4K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$51.3K
|
-805
|
-67%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$24.7K
|
-$198K
|
-3,111
|
-89%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$10.7K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.87K
|
–
|
–
|
–
|
|
|
19
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.91K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$1.33K
|
+$1.27K
|
+20
|
New
|
|
|
21
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$22.3K
|
-350
|
Closed
|
|
