|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$4.42M
|
+$1.02M
|
+40,098
|
+30%
|
|
|
2
|
|
$2.55M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
+$63.1K
|
+2,471
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
+$491K
|
+19,236
|
+55%
|
|
|
5
|
|
$929K
|
-$1.11M
|
-43,676
|
-54%
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$871K
|
-$72K
|
-2,823
|
-8%
|
|
|
7
|
Highline Wealth Partners
Sherman Oaks,
California
|
$870K
|
+$206K
|
+8,063
|
+31%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$701K
|
+$62.1K
|
+2,432
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$594K
|
-$800K
|
-31,366
|
-57%
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$515K
|
+$1.1K
|
+43
|
+0.2%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$324K
|
+$8.98K
|
+352
|
+3%
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$318K
|
-$459
|
-18
|
-0.1%
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$96.1K
|
-$3.44K
|
-135
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
-$2.55K
|
-100
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$43.5K
|
-$51.6K
|
-2,021
|
-54%
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$22.6K
|
+$2.63K
|
+103
|
+13%
|
|
|
17
|
|
$20.2K
|
-$11.6K
|
-453
|
-36%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.4K
|
+$13.4K
|
+525
|
New
|
|
|
19
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$4.71K
|
-$52.3K
|
-2,051
|
-92%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$3.08K
|
-$2.55K
|
-100
|
-45%
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.55K
|
+$2.55K
|
+100
|
New
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.07K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$458
|
–
|
–
|
–
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
–
|
-$1.03M
|
-45,139
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$383K
|
-16,837
|
Closed
|
|
