|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.3M
|
+$463K
|
+52,792
|
+0.8%
|
|
|
2
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$21M
|
+$312K
|
+35,512
|
+1%
|
|
|
3
|
L.J. Altfest & Co
New York
|
$14.8M
|
+$436K
|
+49,670
|
+3%
|
|
|
4
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$9.36M
|
-$6.4M
|
-728,932
|
-41%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.73M
|
+$36.2K
|
+4,122
|
+0.5%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.71M
|
-$110K
|
-12,558
|
-4%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$2.7M
|
+$2.46M
|
+280,162
|
+1,000%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
+$2.43M
|
+276,843
|
+1,226%
|
|
|
9
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.14M
|
-$28.9K
|
-3,294
|
-1%
|
|
|
10
|
Embree Financial Group
Chicago,
Illinois
|
$1.34M
|
+$682K
|
+77,642
|
+103%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
+$1.33M
|
+151,665
|
New
|
|
|
12
|
United Asset Strategies
Garden City,
New York
|
$1.26M
|
+$395K
|
+45,033
|
+45%
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$1.18M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$410K
|
+46,734
|
+55%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$1.13M
|
+$97.8K
|
+11,142
|
+9%
|
|
|
16
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$780K
|
+$84K
|
+9,568
|
+12%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$496K
|
–
|
–
|
–
|
|
|
18
|
Requisite Capital Management
Dallas,
Texas
|
$344K
|
–
|
–
|
–
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$271K
|
+$272K
|
+31,000
|
New
|
|
|
20
|
First Financial Bankshares
Abilene,
Texas
|
$152K
|
–
|
–
|
–
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$140K
|
–
|
–
|
–
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$97.1K
|
-$49.6K
|
-5,651
|
-34%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$6.9K
|
–
|
–
|
–
|
|
|
24
|
|
$3.1K
|
+$430
|
+49
|
+16%
|
|
|
25
|
Triumph Capital Management
Denver,
Colorado
|
$131
|
+$132
|
+15
|
New
|
|
