|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$359K
|
+6,195
|
+4%
|
|
|
2
|
GHP Investment Advisors
Denver,
Colorado
|
$9.14M
|
-$23.7K
|
-409
|
-0.3%
|
|
|
3
|
WESPAC Advisors SoCal
Pasadena,
California
|
$9.13M
|
+$8.77M
|
+151,375
|
New
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$5.07M
|
–
|
–
|
–
|
|
|
5
|
|
$3.53M
|
+$678K
|
+11,712
|
+25%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.27M
|
+$368K
|
+6,361
|
+13%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$3.07M
|
+$2.95M
|
+50,933
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.52M
|
+$2.42M
|
+41,809
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$158K
|
+2,727
|
+15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$2.55K
|
+44
|
+0.3%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.05M
|
+$32.9K
|
+568
|
+3%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$906K
|
+$5.79K
|
+100
|
+0.7%
|
|
|
13
|
Pasadena Private Wealth
Pasadena,
California
|
$842K
|
+$171K
|
+2,946
|
+27%
|
|
|
14
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$828K
|
+$795K
|
+13,731
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$785K
|
+$106K
|
+1,827
|
+16%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$750K
|
-$256K
|
-4,424
|
-26%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$714K
|
+$151K
|
+2,612
|
+28%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$602K
|
+$13.4K
|
+231
|
+2%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$457K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$400K
|
+$9.27K
|
+160
|
+2%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$254K
|
-$985
|
-17
|
-0.4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$157K
|
-$10.4K
|
-180
|
-6%
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$98K
|
–
|
–
|
–
|
|
|
24
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$57K
|
–
|
–
|
–
|
|
|
25
|
|
$56K
|
–
|
–
|
–
|
|
