|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.67M
|
+$152K
|
+6,150
|
+2%
|
|
|
2
|
Systelligence LLC
Bloomington,
Minnesota
|
$3.89M
|
+$3.72M
|
+150,272
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
+$455K
|
+18,394
|
+30%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.63M
|
+$1.19M
|
+48,197
|
+326%
|
|
|
5
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.34M
|
-$37.7K
|
-1,526
|
-3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
+$966K
|
+39,070
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$823K
|
+$273K
|
+11,055
|
+53%
|
|
|
8
|
|
$641K
|
-$46.2K
|
-1,868
|
-7%
|
|
|
9
|
Moody National Bank Trust Division
Galveston,
Texas
|
$522K
|
+$499K
|
+20,188
|
New
|
|
|
10
|
|
$425K
|
-$1.81K
|
-73
|
-0.4%
|
|
|
11
|
|
$333K
|
+$319K
|
+12,880
|
New
|
|
|
12
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$313K
|
+$25
|
+1
|
+0%
|
|
|
13
|
Equitable Holdings
New York
|
$284K
|
+$272K
|
+10,984
|
New
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$197K
|
+$186K
|
+7,501
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$43K
|
–
|
–
|
–
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$33K
|
+$31.4K
|
+1,270
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
-$37.5K
|
-1,517
|
-83%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$3.15K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
+$989
|
+40
|
New
|
|
