|
1
|
|
$13.8M
|
+$1.38M
|
+117,195
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.41M
|
-$782K
|
-66,449
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.48M
|
-$1.32K
|
-112
|
-0.1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.22M
|
+$7.86K
|
+668
|
+0.4%
|
|
|
5
|
NWF Advisory Services
Los Angeles,
California
|
$1.58M
|
-$114K
|
-9,724
|
-7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
-$30K
|
-2,549
|
-2%
|
|
|
7
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.31M
|
+$1.3M
|
+110,500
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$201K
|
+17,087
|
+22%
|
|
|
9
|
AlphaCore Capital
La Jolla,
California
|
$983K
|
+$19.8K
|
+1,683
|
+2%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$978K
|
+$12.4K
|
+1,051
|
+1%
|
|
|
11
|
Advisory Advocates
Grand Rapids,
Michigan
|
$929K
|
+$16.1K
|
+1,367
|
+2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$914K
|
+$207K
|
+17,553
|
+29%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$827K
|
+$47.6K
|
+4,049
|
+6%
|
|
|
14
|
Samalin Investment Counsel
Chappaqua,
New York
|
$787K
|
-$453K
|
-38,546
|
-37%
|
|
|
15
|
Oppenheimer & Co
New York
|
$725K
|
-$5.99K
|
-509
|
-0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$701K
|
+$358K
|
+30,436
|
+106%
|
|
|
17
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$568K
|
+$15.7K
|
+1,331
|
+3%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$568K
|
+$7.79K
|
+662
|
+1%
|
|
|
19
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$480K
|
-$4.43K
|
-377
|
-0.9%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$476K
|
-$48.1K
|
-4,089
|
-9%
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$422K
|
-$20.3K
|
-1,725
|
-5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$407K
|
+$105K
|
+8,943
|
+35%
|
|
|
23
|
|
$371K
|
+$138K
|
+11,769
|
+60%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$354K
|
-$20.1K
|
-1,709
|
-5%
|
|
|
25
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$340K
|
+$338K
|
+28,725
|
New
|
|
