|
1
|
Linscomb Wealth
Houston,
Texas
|
$10.4M
|
+$206K
|
+5,900
|
+2%
|
|
|
2
|
|
$9.12M
|
+$1.08M
|
+30,812
|
+14%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.85M
|
+$20.3K
|
+580
|
+0.5%
|
|
|
4
|
LVM Capital Management
Portage,
Michigan
|
$2.42M
|
+$139K
|
+3,970
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.29M
|
-$628K
|
-17,945
|
-22%
|
|
|
6
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.1M
|
-$87K
|
-2,485
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
+$80.7K
|
+2,306
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.89M
|
-$20.2K
|
-576
|
-1%
|
|
|
9
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.58M
|
+$1.55M
|
+44,279
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
+$214K
|
+6,130
|
+17%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
+$1.23M
|
+35,021
|
New
|
|
|
12
|
|
$1.24M
|
+$1.22M
|
+34,808
|
New
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$869K
|
+$4.16K
|
+119
|
+0.5%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$786K
|
+$221K
|
+6,324
|
+40%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$703K
|
+$136K
|
+3,898
|
+25%
|
|
|
16
|
|
$580K
|
-$70
|
-2
|
-0%
|
|
|
17
|
Cadence Bank NA
Houston,
Texas
|
$536K
|
-$280
|
-8
|
-0.1%
|
|
|
18
|
Seneca House Advisors
Richmond,
Virginia
|
$463K
|
+$453K
|
+12,959
|
New
|
|
|
19
|
|
$458K
|
-$228K
|
-6,517
|
-34%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$425K
|
+$75.9K
|
+2,168
|
+22%
|
|
|
21
|
|
$341K
|
–
|
–
|
–
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$341K
|
+$63.1K
|
+1,803
|
+23%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$322K
|
+$29K
|
+829
|
+10%
|
|
|
24
|
Capital Management
Glen Allen,
Virginia
|
$277K
|
-$17.5K
|
-500
|
-6%
|
|
|
25
|
Signet Financial Management
Parsippany,
New Jersey
|
$264K
|
+$258K
|
+7,374
|
New
|
|
