|
1
|
Roosevelt Investment Group
New York
|
$25M
|
-$631K
|
-15,729
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
+$690K
|
+17,203
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.65M
|
+$6.68M
|
+166,428
|
+580%
|
|
|
4
|
WJ Wealth Management
Glendale,
Arizona
|
$5.88M
|
+$6.03M
|
+150,258
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.45M
|
-$419K
|
-10,452
|
-8%
|
|
|
6
|
Argent Trust Co
Nashville,
Tennessee
|
$1.74M
|
+$115K
|
+2,860
|
+7%
|
|
|
7
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.7M
|
+$38K
|
+947
|
+2%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.03M
|
+$299K
|
+7,459
|
+39%
|
|
|
9
|
|
$668K
|
+$684K
|
+17,055
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$577K
|
+$326K
|
+8,121
|
+123%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$483K
|
+$495K
|
+12,325
|
New
|
|
|
12
|
|
$475K
|
+$485K
|
+12,095
|
+67,194%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$384K
|
+$394K
|
+9,807
|
New
|
|
|
14
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$338K
|
+$128K
|
+3,179
|
+58%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$235K
|
+$241K
|
+6,007
|
New
|
|
|
17
|
Equitable Holdings
New York
|
$209K
|
+$2.57K
|
+64
|
+1%
|
|
|
18
|
Liberty Wealth Management
Oakland,
California
|
$174K
|
+$682
|
+17
|
+0.4%
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$39.6K
|
+$19.7K
|
+490
|
+94%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$37K
|
+$120
|
+3
|
+0.3%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$26K
|
+$8.23K
|
+205
|
+46%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$21K
|
+$21.5K
|
+535
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
24
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8K
|
+$40
|
+1
|
+0.5%
|
|
|
25
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2K
|
+$2.05K
|
+51
|
New
|
|
