|
1
|
Corient Private Wealth
Miami,
Florida
|
$26.6M
|
-$11.4M
|
-295,271
|
-29%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.9M
|
+$2.64M
|
+68,149
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$12.7M
|
-327,727
|
-43%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.19M
|
-$1.73M
|
-44,603
|
-15%
|
|
|
5
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$5.11M
|
+$5.32M
|
+137,292
|
New
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.38M
|
+$74.1K
|
+1,913
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.77M
|
+$2.45M
|
+63,101
|
+564%
|
|
|
8
|
Argent Trust Co
Nashville,
Tennessee
|
$2.12M
|
+$16.5K
|
+426
|
+0.8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$351K
|
+9,063
|
+19%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.94M
|
+$1.17M
|
+30,237
|
+138%
|
|
|
11
|
|
$1.67M
|
–
|
–
|
–
|
|
|
12
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.63M
|
+$308K
|
+7,959
|
+22%
|
|
|
13
|
TRUADVICE
Sarasota,
Florida
|
$1.59M
|
-$66.3K
|
-1,711
|
-4%
|
|
|
14
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.41M
|
-$1.63M
|
-42,075
|
-52%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$1.36M
|
+$182K
|
+4,687
|
+15%
|
|
|
16
|
RMR Wealth Builders
Montclair,
New Jersey
|
$828K
|
+$862K
|
+22,232
|
New
|
|
|
17
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$815K
|
–
|
–
|
–
|
|
|
18
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$732K
|
+$31K
|
+800
|
+4%
|
|
|
19
|
Intrua Financial
Houston,
Texas
|
$696K
|
–
|
–
|
–
|
|
|
20
|
Prudential Financial
Newark,
New Jersey
|
$694K
|
-$2.09K
|
-54
|
-0.3%
|
|
|
21
|
|
$650K
|
+$281K
|
+7,252
|
+71%
|
|
|
22
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$640K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$599K
|
-$323K
|
-8,325
|
-34%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$597K
|
-$1.24M
|
-32,048
|
-67%
|
|
|
25
|
Continuum Advisory
Eagle,
Idaho
|
$578K
|
–
|
–
|
–
|
|
