|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$118K
|
+3,170
|
+0.3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$38M
|
+$37.6M
|
+1,012,314
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$43.4K
|
-1,168
|
-0.4%
|
|
|
4
|
MBL Wealth
Charlotte,
North Carolina
|
$4.4M
|
+$889K
|
+23,905
|
+26%
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.23M
|
+$24.1K
|
+647
|
+0.8%
|
|
|
6
|
Argent Trust Co
Nashville,
Tennessee
|
$2.12M
|
+$354K
|
+9,528
|
+20%
|
|
|
7
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.99M
|
+$80.9K
|
+2,176
|
+4%
|
|
|
8
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.92M
|
+$1.9M
|
+51,187
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
+$1.2M
|
+32,300
|
+302%
|
|
|
10
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$940K
|
+$411K
|
+11,048
|
+79%
|
|
|
11
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$821K
|
+$179K
|
+4,823
|
+28%
|
|
|
12
|
|
$785K
|
+$778K
|
+20,932
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$764K
|
-$332K
|
-8,920
|
-30%
|
|
|
14
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$699K
|
+$112
|
+3
|
+0%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$685K
|
-$1.71K
|
-46
|
-0.3%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$645K
|
-$1.48M
|
-39,692
|
-70%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$633K
|
+$111K
|
+2,998
|
+22%
|
|
|
18
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$619K
|
+$148K
|
+3,994
|
+32%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$602K
|
+$10.1K
|
+271
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$597K
|
-$52.3K
|
-1,407
|
-8%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$591K
|
-$171K
|
-4,602
|
-23%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$541K
|
+$536K
|
+14,428
|
New
|
|
|
23
|
Intrua Financial
Houston,
Texas
|
$529K
|
+$9.55K
|
+257
|
+2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$492K
|
+$98.3K
|
+2,644
|
+25%
|
|
|
25
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$472K
|
+$467K
|
+12,573
|
New
|
|
