|
1
|
Roosevelt Investment Group
New York
|
$25.6M
|
-$644K
|
-16,638
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$5.77M
|
+148,860
|
+118%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.86M
|
+$305K
|
+7,866
|
+7%
|
|
|
4
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.66M
|
+$1.64M
|
+42,317
|
New
|
|
|
5
|
Argent Trust Co
Nashville,
Tennessee
|
$1.64M
|
-$7.67K
|
-198
|
-0.5%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.44M
|
+$449K
|
+11,588
|
+46%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$286K
|
+7,375
|
+35%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
-$480K
|
-12,400
|
-32%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$744K
|
+$276K
|
+7,128
|
+60%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$259K
|
+$208K
|
+5,361
|
+434%
|
|
|
12
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$214K
|
+$211K
|
+5,458
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$207K
|
+$204K
|
+5,275
|
New
|
|
|
14
|
Liberty Wealth Management
Oakland,
California
|
$174K
|
+$171K
|
+4,427
|
New
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$37K
|
+$155
|
+4
|
+0.4%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$20.4K
|
–
|
–
|
–
|
|
|
17
|
Ironwood Financial
Tucson,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$18K
|
+$17.6K
|
+455
|
New
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8K
|
+$7.75K
|
+200
|
New
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3K
|
+$1.98K
|
+51
|
New
|
|
|
22
|
|
$1K
|
+$697
|
+18
|
New
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$54K
|
-1,461
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$39
|
-1
|
Closed
|
|
