|
1
|
Delta Investment Management
San Francisco,
California
|
$2.14M
|
-$980K
|
-48,000
|
-30%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.48M
|
+$708K
|
+34,681
|
+80%
|
|
|
3
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.11M
|
+$225K
|
+11,009
|
+23%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$841K
|
+$909K
|
+44,500
|
New
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$803K
|
+$73.1K
|
+3,580
|
+9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$786K
|
-$104K
|
-5,096
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$495K
|
+$120K
|
+5,851
|
+29%
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$495K
|
+$5.31K
|
+260
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$481K
|
+$142K
|
+6,972
|
+38%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
-$25.3K
|
-1,240
|
-6%
|
|
|
11
|
Axxcess Wealth Management
Carlsbad,
California
|
$304K
|
+$45.6K
|
+2,233
|
+16%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$285K
|
+$67.1K
|
+3,286
|
+28%
|
|
|
13
|
Manchester Capital Management
Manchester,
Vermont
|
$238K
|
-$266K
|
-13,000
|
-51%
|
|
|
14
|
Regal Investment Advisors
Kentwood,
Michigan
|
$212K
|
+$229K
|
+11,234
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$84K
|
+$24.1K
|
+1,178
|
+36%
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$75.6K
|
-$20.4K
|
-1,000
|
-20%
|
|
|
17
|
|
$49.7K
|
+$878
|
+43
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47K
|
-$41.5K
|
-2,030
|
-45%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$30.7K
|
+$33.1K
|
+1,621
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16K
|
-$226K
|
-11,074
|
-93%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$11.6K
|
–
|
–
|
–
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.56K
|
+$8.17K
|
+400
|
New
|
|
|
23
|
Virtus ETF Advisers
New York
|
$1.02K
|
+$286
|
+14
|
+35%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
-$11.8K
|
-580
|
-95%
|
|
|
25
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$473
|
–
|
–
|
–
|
|
