|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
+$743K
|
+19,746
|
+2%
|
|
|
2
|
Roosevelt Investment Group
New York
|
$26M
|
+$538K
|
+14,287
|
+2%
|
|
|
3
|
|
$25.8M
|
+$28.8M
|
+764,500
|
+4,247,222%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.49M
|
-$167K
|
-4,425
|
-2%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$3.16M
|
+$909K
|
+24,148
|
+35%
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.88M
|
+$99.9K
|
+2,656
|
+3%
|
|
|
7
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.92M
|
+$431K
|
+11,463
|
+25%
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.72M
|
+$327K
|
+8,689
|
+21%
|
|
|
9
|
Townsend & Associates
Westminster,
Colorado
|
$1.71M
|
+$162K
|
+4,317
|
+10%
|
|
|
10
|
Argent Trust Co
Nashville,
Tennessee
|
$1.58M
|
–
|
–
|
–
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.55M
|
+$311K
|
+8,258
|
+22%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$1.67M
|
+44,422
|
New
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.37M
|
-$14.3M
|
-379,699
|
-90%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$989K
|
-$55.1K
|
-1,465
|
-5%
|
|
|
15
|
|
$904K
|
–
|
–
|
–
|
|
|
16
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$692K
|
-$235K
|
-6,246
|
-25%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$688K
|
+$337K
|
+8,954
|
+78%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$619K
|
+$152K
|
+4,048
|
+28%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$586K
|
-$33.8K
|
-898
|
-5%
|
|
|
20
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$577K
|
+$643K
|
+17,075
|
New
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$533K
|
-$16.1K
|
-428
|
-3%
|
|
|
22
|
Equitable Holdings
New York
|
$532K
|
-$80.6K
|
-2,141
|
-12%
|
|
|
23
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$473K
|
-$491K
|
-13,036
|
-48%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
+$112K
|
+2,965
|
+27%
|
|
|
25
|
Intrua Financial
Houston,
Texas
|
$463K
|
+$12K
|
+320
|
+2%
|
|
