|
1
|
|
$100M
|
–
|
–
|
–
|
|
|
2
|
|
$22.2M
|
+$3.18M
|
+25,432
|
+19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$935K
|
+7,474
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$2.83M
|
-22,652
|
-23%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.26M
|
-$845K
|
-6,754
|
-11%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$6.34M
|
+$51.9K
|
+415
|
+0.9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$5.76M
|
+$4.81M
|
+38,487
|
+1,227%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4.81M
|
+$315K
|
+2,520
|
+8%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$3.7M
|
+$3.34M
|
+26,713
|
New
|
|
|
10
|
Private Advisory Group
Redmond,
Washington
|
$3.52M
|
+$862K
|
+6,893
|
+37%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.81M
|
+$666K
|
+5,321
|
+36%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.74M
|
-$454K
|
-3,629
|
-16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$3.33M
|
-26,602
|
-59%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$2.06M
|
+$87.7K
|
+701
|
+5%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.01M
|
+$881K
|
+7,041
|
+94%
|
|
|
16
|
Hudson Value Partners
Palm Beach,
Florida
|
$1.84M
|
+$353K
|
+2,825
|
+27%
|
|
|
17
|
SkyOak Wealth
Southfield,
Michigan
|
$1.69M
|
–
|
–
|
–
|
|
|
18
|
Two Sigma Investments
New York
|
$1.44M
|
+$1.3M
|
+10,400
|
New
|
|
|
19
|
Cross Staff Investments
Pittsford,
New York
|
$1.07M
|
+$64.4K
|
+515
|
+7%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.04M
|
+$937K
|
+7,494
|
New
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$956K
|
-$1K
|
-8
|
-0.1%
|
|
|
22
|
Fort Point Capital Partners
San Francisco,
California
|
$950K
|
-$3.75K
|
-30
|
-0.4%
|
|
|
23
|
GK Wealth Management
Reno,
Nevada
|
$780K
|
-$83.4K
|
-667
|
-11%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$777K
|
+$12.8K
|
+102
|
+2%
|
|
|
25
|
|
$655K
|
-$8.26K
|
-66
|
-1%
|
|
