|
1
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$12.3M
|
+379,807
|
+4,996%
|
|
|
2
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.43M
|
-$104K
|
-3,216
|
-4%
|
|
|
3
|
Treynor Bancshares
Treynor,
Iowa
|
$2.1M
|
+$54K
|
+1,665
|
+3%
|
|
|
4
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.9M
|
+$649K
|
+20,015
|
+50%
|
|
|
5
|
|
$1.68M
|
+$53.6K
|
+1,653
|
+3%
|
|
|
6
|
|
$1.59M
|
+$1.03M
|
+31,815
|
+174%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$1.29M
|
+39,746
|
+700%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.42M
|
-$5.64K
|
-174
|
-0.4%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$970K
|
+$40.7K
|
+1,255
|
+4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$665K
|
+$356K
|
+10,976
|
+110%
|
|
|
11
|
Boston Family Office
Boston,
Massachusetts
|
$575K
|
-$107K
|
-3,300
|
-15%
|
|
|
12
|
Bard Financial Services
Branford,
Connecticut
|
$536K
|
-$114K
|
-3,500
|
-17%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$532K
|
+$140K
|
+4,312
|
+35%
|
|
|
14
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$528K
|
-$3.44K
|
-106
|
-0.6%
|
|
|
15
|
Retirement Guys Formula
Maumee,
Ohio
|
$431K
|
-$393K
|
-12,118
|
-47%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$296K
|
–
|
–
|
–
|
|
|
17
|
Anchor Investment Management
Columbia,
South Carolina
|
$266K
|
+$64.9K
|
+2,000
|
+31%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$250K
|
–
|
–
|
–
|
|
|
19
|
BCS Wealth Management
Johnson City,
Tennessee
|
$241K
|
+$247K
|
+7,604
|
New
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$120K
|
+$38.9K
|
+1,200
|
+47%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$117K
|
+$77.2K
|
+2,379
|
+183%
|
|
|
22
|
Leelyn Smith
Geneva,
Illinois
|
$115K
|
-$17.7K
|
-546
|
-13%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$115K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$78K
|
-$8.95K
|
-276
|
-10%
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
