|
1
|
American National Bank & Trust
Wichita Falls,
Texas
|
$18.5M
|
+$4.97M
|
+117,779
|
+37%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.1M
|
+$16.7M
|
+395,523
|
+1,193%
|
|
|
3
|
Roosevelt Investment Group
New York
|
$10.7M
|
-$55.8K
|
-1,321
|
-0.5%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.5M
|
+$5.45M
|
+129,082
|
+134%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.22M
|
-$98.9K
|
-2,341
|
-1%
|
|
|
6
|
|
$7.57M
|
+$1.88M
|
+44,603
|
+33%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$5.92M
|
-$89.3K
|
-2,114
|
-1%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$5.74M
|
+$2.92M
|
+69,047
|
+103%
|
|
|
9
|
Hixon Zuercher
Findlay,
Ohio
|
$2.35M
|
+$135K
|
+3,206
|
+6%
|
|
|
10
|
|
$1.96M
|
–
|
–
|
–
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
-$48.2K
|
-1,142
|
-3%
|
|
|
12
|
ETrade Capital Management
Arlington,
Virginia
|
$1.56M
|
+$610K
|
+14,456
|
+64%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$136K
|
+3,227
|
+10%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$810K
|
+$186K
|
+4,411
|
+30%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$806K
|
+$13.8K
|
+327
|
+2%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$781K
|
+$783K
|
+18,540
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$583K
|
+$320K
|
+7,574
|
+121%
|
|
|
18
|
Argent Trust Co
Nashville,
Tennessee
|
$497K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$377K
|
-$13.9K
|
-328
|
-4%
|
|
|
20
|
Inscription Capital
Houston,
Texas
|
$357K
|
–
|
–
|
–
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$300K
|
+$12.9K
|
+306
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$296K
|
–
|
–
|
–
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$226K
|
+$226K
|
+5,355
|
New
|
|
|
24
|
Bank of New York Mellon
New York
|
$204K
|
+$205K
|
+4,845
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$202K
|
+$104K
|
+2,466
|
+106%
|
|
