|
1
|
Corient Private Wealth
Miami,
Florida
|
$38.6M
|
-$376K
|
-10,124
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
-$1.81M
|
-48,616
|
-6%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24M
|
+$2.15M
|
+57,860
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$50.9K
|
-1,371
|
-0.5%
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.39M
|
+$66.1K
|
+1,779
|
+2%
|
|
|
6
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.09M
|
-$109K
|
-2,945
|
-4%
|
|
|
7
|
Argent Trust Co
Nashville,
Tennessee
|
$2.16M
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$911K
|
+24,534
|
+104%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.78M
|
-$2.56M
|
-69,000
|
-60%
|
|
|
10
|
TRUADVICE
Sarasota,
Florida
|
$1.75M
|
+$97.5K
|
+2,626
|
+6%
|
|
|
11
|
|
$1.72M
|
-$47.5K
|
-1,278
|
-3%
|
|
|
12
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.37M
|
+$870K
|
+23,422
|
+190%
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$1.22M
|
+$1.19M
|
+31,932
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$934K
|
+$650K
|
+17,495
|
+253%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$840K
|
+$27.3K
|
+735
|
+3%
|
|
|
16
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$838K
|
+$61.3K
|
+1,652
|
+8%
|
|
|
17
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$721K
|
+$48.4K
|
+1,304
|
+7%
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
$715K
|
+$151K
|
+4,077
|
+28%
|
|
|
19
|
Intrua Financial
Houston,
Texas
|
$715K
|
+$3.16K
|
+85
|
+0.5%
|
|
|
20
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$658K
|
–
|
–
|
–
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$594K
|
+$576K
|
+15,520
|
New
|
|
|
22
|
PFG Private Wealth Management
Lutz,
Florida
|
$585K
|
+$371
|
+10
|
+0.1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$546K
|
+$59.4K
|
+1,600
|
+13%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$487K
|
-$1.18M
|
-31,753
|
-71%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$473K
|
+$111
|
+3
|
+0%
|
|
