|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.06M
|
+$1.25M
|
+55,321
|
+24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.28M
|
+$371K
|
+16,411
|
+10%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.57M
|
–
|
–
|
–
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.76M
|
-$96.9K
|
-4,290
|
-6%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.01M
|
-$149K
|
-6,589
|
-14%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$935K
|
+$83.5K
|
+3,695
|
+11%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$903K
|
+$268K
|
+11,867
|
+48%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$817K
|
–
|
–
|
–
|
|
|
9
|
|
$765K
|
-$12.2K
|
-538
|
-2%
|
|
|
10
|
|
$360K
|
+$64.2K
|
+2,841
|
+24%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$313K
|
-$861K
|
-38,130
|
-75%
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$239K
|
+$220K
|
+9,740
|
New
|
|
|
13
|
Armbruster Capital Management
Pittsford,
New York
|
$223K
|
+$205K
|
+9,094
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$215K
|
+$198K
|
+8,777
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
+$199K
|
+8,790
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$208K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$197K
|
-$631K
|
-27,943
|
-78%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$182K
|
-$22.1K
|
-980
|
-12%
|
|
|
19
|
Optimum Investment Advisors
Chicago,
Illinois
|
$86K
|
+$11.3K
|
+500
|
+17%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$51K
|
–
|
–
|
–
|
|
|
21
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$47K
|
+$429
|
+19
|
+1%
|
|
|
22
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40K
|
-$9.85K
|
-436
|
-21%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$40K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
-$1.54K
|
-68
|
-7%
|
|
|
25
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$16K
|
–
|
–
|
–
|
|
