|
1
|
Synovus Financial
Columbus,
Georgia
|
$17.6M
|
+$7.51M
|
+330,440
|
+76%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.81M
|
-$2.26M
|
-99,652
|
-21%
|
|
|
3
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$6.57M
|
+$1.99M
|
+87,728
|
+44%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.97M
|
+$1.69M
|
+74,371
|
+76%
|
|
|
5
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$3.56M
|
+$28.3K
|
+1,247
|
+0.8%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$1.34M
|
+$135K
|
+5,923
|
+11%
|
|
|
7
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$864K
|
+$453K
|
+19,950
|
+113%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$736K
|
-$30K
|
-1,321
|
-4%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$660K
|
-$244K
|
-10,722
|
-27%
|
|
|
10
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$455K
|
+$5.13K
|
+226
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$441K
|
-$59.2K
|
-2,606
|
-12%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$374K
|
-$1.86K
|
-82
|
-0.5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$253K
|
+$250K
|
+11,001
|
New
|
|
|
14
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$204K
|
+$202K
|
+8,876
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$152K
|
+$124K
|
+5,440
|
+461%
|
|
|
16
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$61K
|
–
|
–
|
–
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$42.5K
|
+$10.2K
|
+450
|
+32%
|
|
|
18
|
Retirement Group
San Diego,
California
|
$16.1K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$3.05M
|
-143,315
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.22M
|
-55,579
|
Closed
|
|
|
21
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$530K
|
-24,877
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$5K
|
-241
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$21
|
-1
|
Closed
|
|
