|
1
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.4M
|
+$71.1K
|
+2,549
|
+3%
|
|
|
2
|
|
$1.29M
|
+$300K
|
+10,761
|
+32%
|
|
|
3
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$1.26M
|
+$1.22M
|
+43,673
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$984K
|
-$9.56K
|
-343
|
-1%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$695K
|
+$79.4K
|
+2,848
|
+13%
|
|
|
6
|
Equitable Holdings
New York
|
$375K
|
+$362K
|
+12,970
|
New
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$372K
|
+$2.98K
|
+107
|
+0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
+$24.1K
|
+865
|
+9%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$66.9K
|
+$35.1K
|
+1,260
|
+120%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
11
|
|
$22K
|
–
|
–
|
–
|
|
|
12
|
Parallel Advisors
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$12K
|
+432
|
+389%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.43K
|
–
|
–
|
–
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$6K
|
+$5.58K
|
+200
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1K
|
+$28
|
+1
|
+2%
|
|
|
21
|
|
–
|
-$356K
|
-12,970
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$248K
|
-9,037
|
Closed
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$24K
|
-860
|
Closed
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$2K
|
-58
|
Closed
|
|
