|
1
|
Williams Jones Wealth Management
New York
|
$8.87M
|
-$1.07M
|
-34,773
|
-10%
|
|
|
2
|
|
$7.68M
|
+$8.42M
|
+273,504
|
New
|
|
|
3
|
High Note Wealth
Deephaven,
Minnesota
|
$2.4M
|
+$2.53M
|
+82,334
|
+20,584%
|
|
|
4
|
Advisory Services Network
Atlanta,
Georgia
|
$2.17M
|
+$236K
|
+7,667
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$1.85M
|
+60,093
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$1.49M
|
+48,446
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
+$1.45M
|
+47,118
|
New
|
|
|
8
|
|
$1.24M
|
-$826K
|
-26,834
|
-39%
|
|
|
9
|
Lane Generational
Dover,
Massachusetts
|
$1.22M
|
+$1.3M
|
+42,149
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.12M
|
+$1.19M
|
+38,663
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$115K
|
+3,736
|
+11%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$893K
|
+$946K
|
+30,757
|
New
|
|
|
13
|
|
$739K
|
+$245K
|
+7,966
|
+46%
|
|
|
14
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$461K
|
-$114K
|
-3,705
|
-19%
|
|
|
15
|
Insight Advisors
Newtown,
Pennsylvania
|
$429K
|
-$102K
|
-3,300
|
-18%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$413K
|
+$438K
|
+14,231
|
New
|
|
|
17
|
&Partners
Nashville,
Tennessee
|
$407K
|
+$431K
|
+14,010
|
New
|
|
|
18
|
Advyzon Investment Management
Lisle,
Illinois
|
$304K
|
+$7.69K
|
+250
|
+2%
|
|
|
19
|
Monetary Management Group
St Louis,
Missouri
|
$291K
|
–
|
–
|
–
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$262K
|
+$277K
|
+9,011
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$258K
|
+$274K
|
+8,890
|
New
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$229K
|
+$22.9K
|
+745
|
+10%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$218K
|
+$231K
|
+7,505
|
New
|
|
|
25
|
Worth Asset Management
Dallas,
Texas
|
$201K
|
+$213K
|
+6,935
|
New
|
|
