|
1
|
|
$137M
|
–
|
–
|
–
|
|
|
2
|
|
$56.9M
|
+$9.16M
|
+53,417
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$2.6M
|
-15,131
|
-9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$20.7M
|
+$17.4M
|
+101,582
|
+1,261%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.7M
|
+$2.59M
|
+15,072
|
+18%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.5M
|
+$1.07M
|
+6,235
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.2M
|
-$857K
|
-4,997
|
-7%
|
|
|
8
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$9.1M
|
+$30K
|
+175
|
+0.4%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$8.54M
|
+$1.97M
|
+11,479
|
+34%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.63M
|
+$2.03M
|
+11,826
|
+41%
|
|
|
11
|
Private Advisory Group
Redmond,
Washington
|
$7.43M
|
-$111K
|
-645
|
-2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$4.79M
|
+$365K
|
+2,128
|
+9%
|
|
|
13
|
Hudson Value Partners
Palm Beach,
Florida
|
$4.56M
|
+$1.37M
|
+8,012
|
+50%
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4.14M
|
+$29K
|
+169
|
+0.8%
|
|
|
15
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$3.6M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.2M
|
+$1.14M
|
+6,619
|
+64%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$3.2M
|
+$103K
|
+599
|
+4%
|
|
|
18
|
Summit Financial
Parsippany,
New Jersey
|
$2.47M
|
+$83K
|
+484
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$36.5K
|
+213
|
+2%
|
|
|
20
|
SkyOak Wealth
Southfield,
Michigan
|
$2.3M
|
–
|
–
|
–
|
|
|
21
|
|
$1.69M
|
-$2.45M
|
-14,276
|
-61%
|
|
|
22
|
Cross Staff Investments
Pittsford,
New York
|
$1.49M
|
+$6.86K
|
+40
|
+0.5%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.42M
|
-$3.26K
|
-19
|
-0.3%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.22M
|
+$127K
|
+741
|
+13%
|
|
