|
1
|
LPL Financial
San Diego,
California
|
$8.26M
|
+$489K
|
+14,589
|
+6%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.27M
|
+$49.8K
|
+1,484
|
+1%
|
|
|
3
|
GHP Investment Advisors
Denver,
Colorado
|
$538K
|
-$5.07K
|
-151
|
-0.9%
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$400K
|
+$26.2K
|
+781
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$360K
|
+$245K
|
+7,290
|
+195%
|
|
|
6
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$339K
|
-$34.5K
|
-1,027
|
-9%
|
|
|
7
|
Equitable Holdings
New York
|
$285K
|
+$19.9K
|
+592
|
+7%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$247K
|
+$254K
|
+7,572
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$117K
|
+3,496
|
+6,723%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
-$159K
|
-4,726
|
-95%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.25K
|
-$21.9K
|
-654
|
-80%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.26K
|
–
|
–
|
–
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3K
|
+$3.39K
|
+101
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$1.63K
|
–
|
–
|
–
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$336
|
+$335
|
+10
|
New
|
|
|
18
|
|
$326
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$33
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$379K
|
-12,550
|
Closed
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$28K
|
-906
|
Closed
|
|
