|
1
|
|
$111M
|
–
|
–
|
–
|
|
|
2
|
|
$25.3M
|
+$682K
|
+4,760
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$182K
|
-1,269
|
-0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.7M
|
-$176K
|
-1,225
|
-2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$8.28M
|
+$1.78M
|
+12,404
|
+30%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.31M
|
-$682K
|
-4,757
|
-9%
|
|
|
7
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.08M
|
+$48K
|
+335
|
+0.7%
|
|
|
8
|
Private Advisory Group
Redmond,
Washington
|
$5.41M
|
+$1.42M
|
+9,911
|
+39%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$5.13M
|
-$190K
|
-1,323
|
-4%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$4.33M
|
+$216K
|
+1,509
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.7M
|
+$787K
|
+5,487
|
+27%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$2.82M
|
+$550K
|
+3,835
|
+26%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$2.75M
|
+$441K
|
+3,073
|
+21%
|
|
|
14
|
|
$2.62M
|
+$1.77M
|
+12,341
|
+261%
|
|
|
15
|
Hudson Value Partners
Palm Beach,
Florida
|
$2.36M
|
+$306K
|
+2,137
|
+16%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.01M
|
-$811K
|
-5,659
|
-30%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
-$1.02M
|
-7,113
|
-36%
|
|
|
18
|
SkyOak Wealth
Southfield,
Michigan
|
$1.87M
|
–
|
–
|
–
|
|
|
19
|
Summit Financial
Parsippany,
New Jersey
|
$1.58M
|
+$1.47M
|
+10,282
|
New
|
|
|
20
|
|
$1.33M
|
+$595K
|
+4,151
|
+92%
|
|
|
21
|
Cross Staff Investments
Pittsford,
New York
|
$1.2M
|
+$10.6K
|
+74
|
+1%
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.06M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$907K
|
+$584K
|
+4,071
|
+220%
|
|
|
25
|
GK Wealth Management
Reno,
Nevada
|
$828K
|
-$33.6K
|
-234
|
-4%
|
|
