|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$60.7M
|
+$60.2M
|
+6,953,668
|
New
|
|
|
2
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$20.7M
|
+$1.05M
|
+121,085
|
+5%
|
|
|
3
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$15.7M
|
+$3.49M
|
+402,990
|
+29%
|
|
|
4
|
L.J. Altfest & Co
New York
|
$14.3M
|
+$6.51M
|
+751,674
|
+85%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.68M
|
+$148K
|
+17,147
|
+2%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.81M
|
-$20K
|
-2,308
|
-0.7%
|
|
|
7
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.17M
|
-$45.6K
|
-5,269
|
-2%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$1.18M
|
–
|
–
|
–
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$1.03M
|
+$119K
|
+13,762
|
+13%
|
|
|
10
|
United Asset Strategies
Garden City,
New York
|
$869K
|
+$50.6K
|
+5,839
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$747K
|
-$9.03M
|
-1,042,849
|
-92%
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$695K
|
+$143K
|
+16,540
|
+26%
|
|
|
13
|
Embree Financial Group
Chicago,
Illinois
|
$657K
|
+$652K
|
+75,270
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$495K
|
–
|
–
|
–
|
|
|
15
|
Requisite Capital Management
Dallas,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
16
|
|
$281K
|
-$726K
|
-83,846
|
-72%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$244K
|
+$243K
|
+28,017
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$197K
|
+$195K
|
+22,576
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
$183K
|
+$47.4K
|
+5,475
|
+35%
|
|
|
20
|
First Financial Bankshares
Abilene,
Texas
|
$152K
|
+$150K
|
+17,381
|
New
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$146K
|
-$40.2M
|
-4,642,208
|
-100%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$140K
|
–
|
–
|
–
|
|
|
23
|
Atomi Financial Group
New York
|
$93.9K
|
-$182K
|
-20,978
|
-66%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$90.6K
|
-$37.6K
|
-4,348
|
-30%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$54.6K
|
+$753
|
+87
|
+1%
|
|
