|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.77M
|
+$72.1K
|
+2,850
|
+3%
|
|
|
2
|
|
$2.33M
|
-$20.8K
|
-823
|
-0.9%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.3M
|
+$1.62K
|
+64
|
+0.1%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.72M
|
+$347K
|
+13,721
|
+25%
|
|
|
5
|
MGB Wealth Management
Addison,
Texas
|
$1.5M
|
-$19.5K
|
-770
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$183K
|
+7,245
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$826K
|
-$174K
|
-6,880
|
-17%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$560K
|
–
|
–
|
–
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$501K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$472K
|
-$245K
|
-9,664
|
-34%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$416K
|
+$12.9K
|
+509
|
+3%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$393K
|
-$2.05K
|
-81
|
-0.5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
-$370K
|
-14,642
|
-49%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$370K
|
+$2.66K
|
+105
|
+0.7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$344K
|
-$15.5K
|
-611
|
-4%
|
|
|
16
|
|
$283K
|
+$285K
|
+11,272
|
New
|
|
|
17
|
High Falls Advisors
Rochester,
New York
|
$278K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$123K
|
-$481
|
-19
|
-0.4%
|
|
|
19
|
Castleview Partners
Dallas,
Texas
|
$78.4K
|
+$1.01K
|
+40
|
+1%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$47.9K
|
+$28.2K
|
+1,114
|
+140%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$40.8K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$34.7K
|
+1,372
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$28.4K
|
–
|
–
|
–
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$27.4K
|
–
|
–
|
–
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$25.1K
|
–
|
–
|
–
|
|
