|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$4.79M
|
+$151K
|
+5,916
|
+3%
|
|
|
2
|
|
$4.18M
|
+$3.07M
|
+120,132
|
+329%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.66M
|
+$204K
|
+7,977
|
+15%
|
|
|
4
|
Highline Wealth Partners
Sherman Oaks,
California
|
$954K
|
+$40.4K
|
+1,585
|
+5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$866K
|
-$987K
|
-38,679
|
-54%
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$842K
|
-$67.2K
|
-2,632
|
-8%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$822K
|
+$787K
|
+30,824
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$779K
|
+$43.3K
|
+1,696
|
+6%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$554K
|
+$528K
|
+20,702
|
New
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$552K
|
+$12.2K
|
+478
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$544K
|
-$74.4K
|
-2,917
|
-13%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$422K
|
+$404K
|
+15,836
|
New
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$333K
|
–
|
–
|
–
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$102K
|
+$1.02K
|
+40
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$63.1K
|
+$16.8K
|
+657
|
+38%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62K
|
–
|
–
|
–
|
|
|
17
|
|
$39.9K
|
+$17.9K
|
+702
|
+88%
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
$23.7K
|
–
|
–
|
–
|
|
|
19
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$5.07K
|
+$128
|
+5
|
+3%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$2.67K
|
-$536
|
-21
|
-17%
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.67K
|
–
|
–
|
–
|
|
|
22
|
Realta Investment Advisors
Wilmington,
Delaware
|
$533
|
+$510
|
+20
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$27
|
+$26
|
+1
|
New
|
|
|
24
|
|
–
|
-$2.55M
|
-100,000
|
Closed
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$324K
|
-12,740
|
Closed
|
|
