|
1
|
|
$112M
|
–
|
–
|
–
|
|
|
2
|
|
$30M
|
+$4.34M
|
+28,342
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$1.24M
|
+8,074
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$699K
|
+4,558
|
+6%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$12.1M
|
+$3.7M
|
+24,118
|
+45%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.39M
|
+$237K
|
+1,548
|
+3%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.09M
|
-$292K
|
-1,906
|
-4%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$5.99M
|
+$795K
|
+5,187
|
+16%
|
|
|
9
|
Private Advisory Group
Redmond,
Washington
|
$5.93M
|
+$450K
|
+2,935
|
+8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.83M
|
+$4.78M
|
+31,179
|
New
|
|
|
11
|
Rockefeller Capital Management
New York
|
$4.79M
|
+$411K
|
+2,681
|
+9%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.23M
|
+$239K
|
+1,562
|
+6%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$3.65M
|
+$795K
|
+5,184
|
+28%
|
|
|
14
|
|
$3.25M
|
+$595K
|
+3,881
|
+23%
|
|
|
15
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$2.98M
|
+$2.95M
|
+19,219
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.47M
|
-$312K
|
-2,033
|
-11%
|
|
|
17
|
Hudson Value Partners
Palm Beach,
Florida
|
$2.42M
|
+$35.4K
|
+231
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$174K
|
+1,134
|
+9%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.89M
|
-$67.6K
|
-441
|
-3%
|
|
|
20
|
SkyOak Wealth
Southfield,
Michigan
|
$1.89M
|
–
|
–
|
–
|
|
|
21
|
Royal Harbor Partners
Houston,
Texas
|
$1.77M
|
+$1.75M
|
+11,396
|
New
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$1.6M
|
+$10.7K
|
+70
|
+0.7%
|
|
|
23
|
Cross Staff Investments
Pittsford,
New York
|
$1.21M
|
+$3.99K
|
+26
|
+0.3%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.16M
|
+$3.83K
|
+25
|
+0.3%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.05M
|
-$15.8K
|
-103
|
-1%
|
|
