|
1
|
LPL Financial
San Diego,
California
|
$23.6M
|
+$400K
|
+8,203
|
+2%
|
|
|
2
|
American National Bank & Trust
Wichita Falls,
Texas
|
$23.4M
|
-$335K
|
-6,870
|
-2%
|
|
|
3
|
Roosevelt Investment Group
New York
|
$17.5M
|
+$3.39M
|
+69,476
|
+27%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.5M
|
+$4.74M
|
+97,063
|
+43%
|
|
|
5
|
1900 Wealth Management
San Antonio,
Texas
|
$11.4M
|
+$10.3M
|
+211,009
|
New
|
|
|
6
|
|
$10.9M
|
+$1.08M
|
+22,194
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$216K
|
+4,419
|
+2%
|
|
|
8
|
Avalon Capital Management
Port Of Redwood City,
California
|
$8.21M
|
+$7.4M
|
+151,662
|
New
|
|
|
9
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.63M
|
+$13.1K
|
+268
|
+0.2%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$7.3M
|
-$68.3K
|
-1,399
|
-1%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.79M
|
+$4.32M
|
+88,512
|
New
|
|
|
12
|
Royal Harbor Partners
Houston,
Texas
|
$4.15M
|
+$3.74M
|
+76,710
|
New
|
|
|
13
|
Hixon Zuercher
Findlay,
Ohio
|
$3.3M
|
+$250K
|
+5,113
|
+9%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$3.2M
|
+$2.89M
|
+59,138
|
New
|
|
|
15
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.78M
|
+$2.5M
|
+51,283
|
New
|
|
|
16
|
|
$2.71M
|
+$165K
|
+3,374
|
+7%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.46M
|
+$319K
|
+6,544
|
+17%
|
|
|
18
|
|
$2.41M
|
+$2.17M
|
+44,504
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.05M
|
+$137K
|
+2,800
|
+8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
+$978K
|
+20,045
|
+145%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.38M
|
+28,231
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$391K
|
+8,003
|
+42%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$1.19M
|
+$171K
|
+3,500
|
+19%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$815K
|
+$392K
|
+8,027
|
+114%
|
|
