|
1
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.3M
|
+$16.3M
|
+642,920
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.32M
|
+$8.44M
|
+333,035
|
+954%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$7.68M
|
+$7.69M
|
+303,291
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.49M
|
+$6.23M
|
+245,702
|
+2,335%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.12M
|
+$6.12M
|
+241,454
|
New
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.84M
|
+$46.4K
|
+1,829
|
+1%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.4M
|
+$2.4M
|
+94,735
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$1.52M
|
+60,157
|
New
|
|
|
9
|
|
$1.13M
|
-$3.67M
|
-144,774
|
-76%
|
|
|
10
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$988K
|
+$989K
|
+39,000
|
New
|
|
|
11
|
United Community Bank
Greenville,
South Carolina
|
$901K
|
+$902K
|
+35,570
|
New
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$647K
|
+$19.8K
|
+781
|
+3%
|
|
|
13
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$625K
|
–
|
–
|
–
|
|
|
14
|
Synergy Asset Management
Vancouver,
Washington
|
$625K
|
+$624K
|
+24,638
|
New
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$613K
|
+$613K
|
+24,183
|
New
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$571K
|
+$571K
|
+22,534
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$564K
|
+$519K
|
+20,495
|
+1,154%
|
|
|
18
|
Greenspring Advisors
Towson,
Maryland
|
$505K
|
+$505K
|
+19,932
|
New
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$476K
|
+$477K
|
+18,804
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$449K
|
-$650K
|
-25,639
|
-59%
|
|
|
21
|
InterOcean Capital Group
Nashville,
Tennessee
|
$446K
|
+$447K
|
+17,620
|
New
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$403K
|
+$403K
|
+15,919
|
New
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$351K
|
+$351K
|
+13,840
|
New
|
|
|
24
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$209K
|
+$209K
|
+8,263
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$200K
|
+$194K
|
+7,669
|
+3,182%
|
|
