|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.5M
|
-$13.4M
|
-1,525,943
|
-22%
|
|
|
2
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$1.67M
|
+189,635
|
+8%
|
|
|
3
|
L.J. Altfest & Co
New York
|
$15M
|
+$393K
|
+44,758
|
+3%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.73M
|
+$66.6K
|
+7,586
|
+1%
|
|
|
5
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$6.36M
|
-$2.95M
|
-335,872
|
-31%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.75M
|
+$4.5M
|
+511,995
|
+338%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.23M
|
+$1.66M
|
+188,642
|
+63%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.29M
|
+$628K
|
+71,542
|
+23%
|
|
|
9
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.56M
|
+$2.6M
|
+295,555
|
New
|
|
|
10
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.11M
|
-$15.1K
|
-1,715
|
-0.7%
|
|
|
11
|
Embree Financial Group
Chicago,
Illinois
|
$1.88M
|
+$565K
|
+64,293
|
+42%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$696K
|
+79,234
|
+60%
|
|
|
13
|
J. Team Financial
Abilene,
Texas
|
$1.39M
|
+$1.41M
|
+160,017
|
New
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$1.17M
|
+$56.1K
|
+6,393
|
+5%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$1.17M
|
–
|
–
|
–
|
|
|
16
|
United Asset Strategies
Garden City,
New York
|
$986K
|
-$270K
|
-30,796
|
-21%
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$769K
|
-$3.13K
|
-356
|
-0.4%
|
|
|
18
|
Q3 Asset Management
Birmingham,
Michigan
|
$659K
|
+$669K
|
+76,178
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$491K
|
–
|
–
|
–
|
|
|
20
|
Requisite Capital Management
Dallas,
Texas
|
$323K
|
-$18K
|
-2,052
|
-5%
|
|
|
21
|
Secure Asset Management
Troy,
Michigan
|
$310K
|
+$314K
|
+35,800
|
New
|
|
|
22
|
Weaver Consulting Group
Huntington Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
$256K
|
+$260K
|
+29,613
|
New
|
|
|
24
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$205K
|
+$208K
|
+23,695
|
New
|
|
|
25
|
First Financial Bankshares
Abilene,
Texas
|
$151K
|
–
|
–
|
–
|
|
