|
1
|
Summit Trail Advisors
New York
|
$14.1M
|
+$2.99M
|
+68,162
|
+28%
|
|
|
2
|
Joel Isaacson & Co
New York
|
$5.3M
|
–
|
–
|
–
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.85M
|
-$215K
|
-4,894
|
-4%
|
|
|
4
|
Wedbush Securities
Los Angeles,
California
|
$4.03M
|
+$270K
|
+6,150
|
+7%
|
|
|
5
|
Chai Trust Company
Chicago,
Illinois
|
$3.58M
|
–
|
–
|
–
|
|
|
6
|
Orser Capital Management
Southlake,
Texas
|
$3.37M
|
+$354K
|
+8,065
|
+12%
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.86M
|
+$332K
|
+7,573
|
+23%
|
|
|
8
|
|
$968K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$942K
|
-$469K
|
-10,688
|
-34%
|
|
|
10
|
DFPG Investments
Sandy,
Utah
|
$903K
|
–
|
–
|
–
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$902K
|
-$103K
|
-2,353
|
-11%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$859K
|
-$46.1K
|
-1,050
|
-5%
|
|
|
13
|
Advisor Resource Council
Dallas,
Texas
|
$797K
|
+$202K
|
+4,608
|
+36%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$769K
|
+$109K
|
+2,485
|
+17%
|
|
|
15
|
Graypoint LLC
Albany,
New York
|
$752K
|
–
|
–
|
–
|
|
|
16
|
Autumn Glory Partners
Dallas,
Texas
|
$661K
|
+$641K
|
+14,591
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$616K
|
+$68K
|
+1,550
|
+13%
|
|
|
18
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$608K
|
+$470K
|
+10,715
|
+408%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$586K
|
+$568K
|
+12,936
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$357K
|
-$62.3K
|
-1,419
|
-15%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$326K
|
+$7.95K
|
+181
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$303K
|
+$26.4K
|
+601
|
+10%
|
|
|
23
|
SeaCrest Wealth Management
Purchase,
New York
|
$247K
|
-$22.7K
|
-517
|
-9%
|
|
|
24
|
Telemus Capital
Southfield,
Michigan
|
$237K
|
-$11.2K
|
-256
|
-5%
|
|
|
25
|
Inscription Capital
Houston,
Texas
|
$201K
|
+$195K
|
+4,440
|
New
|
|
