|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$4.01M
|
+102,679
|
+11%
|
|
|
2
|
Roosevelt Investment Group
New York
|
$27.4M
|
-$432K
|
-11,062
|
-1%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$15.2M
|
+$1.68M
|
+43,097
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$894K
|
+22,879
|
+9%
|
|
|
5
|
PFG Private Wealth Management
Lutz,
Florida
|
$7M
|
+$160K
|
+4,101
|
+2%
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3M
|
+$3.05M
|
+78,054
|
+1,684%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$2.51M
|
+$1.82M
|
+46,686
|
+207%
|
|
|
8
|
Argent Trust Co
Nashville,
Tennessee
|
$1.7M
|
–
|
–
|
–
|
|
|
9
|
Centaurus Financial
Anaheim,
California
|
$1.68M
|
-$11.3K
|
-288
|
-0.6%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.65M
|
+$1.78M
|
+45,432
|
New
|
|
|
11
|
Townsend & Associates
Westminster,
Colorado
|
$1.53M
|
+$89.7K
|
+2,296
|
+6%
|
|
|
12
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.53M
|
-$119K
|
-3,049
|
-7%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.36M
|
+$1.47M
|
+37,580
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.12M
|
+$16.6K
|
+426
|
+1%
|
|
|
15
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$981K
|
+$42.4K
|
+1,084
|
+4%
|
|
|
16
|
|
$970K
|
+$1.05M
|
+26,746
|
New
|
|
|
17
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$903K
|
+$31.3K
|
+802
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$661K
|
-$1.4M
|
-35,716
|
-66%
|
|
|
19
|
Equitable Holdings
New York
|
$648K
|
-$278K
|
-7,101
|
-28%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$631K
|
+$23.3K
|
+597
|
+4%
|
|
|
21
|
Integrated Advisors Network
Dallas,
Texas
|
$624K
|
-$39.1K
|
-1,000
|
-5%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$588K
|
+$280K
|
+7,172
|
+79%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$517K
|
+$193K
|
+4,941
|
+53%
|
|
|
24
|
Intrua Financial
Houston,
Texas
|
$485K
|
+$72.1K
|
+1,846
|
+16%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$439K
|
-$53.5K
|
-1,370
|
-10%
|
|
