|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.6M
|
-$300K
|
-10,375
|
-4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.57M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$253K
|
+8,759
|
+6%
|
|
|
4
|
Cardan Capital Partners
Denver,
Colorado
|
$2.69M
|
-$5.13M
|
-177,733
|
-57%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.5M
|
+$793K
|
+27,456
|
+57%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$996K
|
+34,512
|
+211%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$945K
|
+$1.38M
|
+47,801
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$711K
|
+$18.2K
|
+630
|
+2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$681K
|
+$995K
|
+34,456
|
New
|
|
|
10
|
Tolleson Wealth Management
Dallas,
Texas
|
$659K
|
–
|
–
|
–
|
|
|
11
|
|
$628K
|
-$1.8M
|
-62,241
|
-66%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$493K
|
+$532K
|
+18,415
|
+281%
|
|
|
13
|
|
$234K
|
+$26.9K
|
+933
|
+9%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$168K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
+$243K
|
+8,434
|
New
|
|
|
16
|
Optimum Investment Advisors
Chicago,
Illinois
|
$59K
|
–
|
–
|
–
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$41K
|
–
|
–
|
–
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$41K
|
+$895
|
+31
|
+2%
|
|
|
19
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$38K
|
+$54.8K
|
+1,898
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$32K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
-$3.44K
|
-119
|
-11%
|
|
|
22
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$18K
|
+$26.2K
|
+908
|
New
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$4.27K
|
-148
|
-25%
|
|
