|
1
|
LPL Financial
San Diego,
California
|
$52.1M
|
+$2.32M
|
+36,411
|
+5%
|
|
|
2
|
American National Bank & Trust
Wichita Falls,
Texas
|
$28.2M
|
+$256K
|
+4,018
|
+0.9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
+$6.01M
|
+94,196
|
+29%
|
|
|
4
|
|
$27M
|
+$5.34M
|
+83,728
|
+25%
|
|
|
5
|
Roosevelt Investment Group
New York
|
$22.6M
|
+$551K
|
+8,635
|
+3%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$17.8M
|
+$2.13M
|
+33,317
|
+14%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$17.7M
|
+$3.03M
|
+47,428
|
+21%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$4.71M
|
+73,873
|
+52%
|
|
|
9
|
|
$12.9M
|
+$4.64M
|
+72,763
|
+58%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$9.99M
|
+$781K
|
+12,237
|
+9%
|
|
|
11
|
|
$9.9M
|
+$1.24M
|
+19,403
|
+15%
|
|
|
12
|
Avalon Capital Management
Port Of Redwood City,
California
|
$9.68M
|
-$155K
|
-2,435
|
-2%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.02M
|
-$15.2M
|
-238,570
|
-63%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.91M
|
+$572K
|
+8,958
|
+7%
|
|
|
15
|
Royal Harbor Partners
Houston,
Texas
|
$5.26M
|
+$39.3K
|
+615
|
+0.8%
|
|
|
16
|
High Probability Advisors
Pittsford,
New York
|
$4.74M
|
+$687K
|
+10,759
|
+17%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.48M
|
+$1.32M
|
+20,641
|
+43%
|
|
|
18
|
Gries Financial
Cleveland,
Ohio
|
$4.37M
|
-$780K
|
-12,227
|
-15%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$4.34M
|
+$1.08M
|
+16,940
|
+34%
|
|
|
20
|
Hixon Zuercher
Findlay,
Ohio
|
$3.74M
|
+$111K
|
+1,738
|
+3%
|
|
|
21
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$3.21M
|
–
|
–
|
–
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$3.16M
|
+$3.1M
|
+48,560
|
New
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$2.77M
|
+$2.11M
|
+33,125
|
+347%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.66M
|
+$2.61M
|
+40,885
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.16M
|
-$289K
|
-4,525
|
-12%
|
|
