|
1
|
Joseph Group Capital Management
Columbus,
Ohio
|
$13.9M
|
-$1.03M
|
-15,585
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.22M
|
+$268K
|
+4,071
|
+3%
|
|
|
3
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$6.04M
|
+$214K
|
+3,248
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$4.93M
|
+$82.8K
|
+1,257
|
+2%
|
|
|
5
|
|
$4.81M
|
+$139K
|
+2,118
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.09M
|
+$1.46M
|
+22,230
|
+56%
|
|
|
7
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3.55M
|
-$735K
|
-11,164
|
-17%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.3M
|
-$284K
|
-4,320
|
-8%
|
|
|
9
|
Bank of New York Mellon
New York
|
$2.46M
|
+$588K
|
+8,926
|
+32%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.45M
|
-$113K
|
-1,722
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
-$19.4K
|
-295
|
-0.9%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$2.11M
|
+$11.7K
|
+178
|
+0.6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.74M
|
-$491K
|
-7,459
|
-22%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.62M
|
+$1.03M
|
+15,591
|
+177%
|
|
|
15
|
|
$689K
|
+$286K
|
+4,342
|
+72%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$591K
|
-$6.06K
|
-92
|
-1%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$570K
|
-$9.55K
|
-145
|
-2%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$425K
|
-$101K
|
-1,534
|
-19%
|
|
|
19
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$356K
|
+$353K
|
+5,364
|
New
|
|
|
20
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$337K
|
+$1.32K
|
+20
|
+0.4%
|
|
|
21
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$334K
|
–
|
–
|
–
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$313K
|
+$1.05K
|
+16
|
+0.3%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$244K
|
-$8.69K
|
-132
|
-3%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$237K
|
+$66
|
+1
|
+0%
|
|
