|
1
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.33M
|
+$622K
|
+20,543
|
+34%
|
|
|
2
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.11M
|
-$105K
|
-3,457
|
-5%
|
|
|
3
|
Treynor Bancshares
Treynor,
Iowa
|
$1.91M
|
+$1.15K
|
+38
|
+0.1%
|
|
|
4
|
|
$1.64M
|
+$118K
|
+3,887
|
+7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.53M
|
+$255K
|
+8,428
|
+19%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
-$75.4K
|
-2,493
|
-5%
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$946K
|
+$66.1K
|
+2,185
|
+7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$676K
|
+$73.7K
|
+2,436
|
+12%
|
|
|
9
|
Boston Family Office
Boston,
Massachusetts
|
$503K
|
-$22K
|
-728
|
-4%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$496K
|
+$12.8K
|
+424
|
+3%
|
|
|
11
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$485K
|
+$3.99K
|
+132
|
+0.8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$368K
|
-$11.3M
|
-374,654
|
-97%
|
|
|
13
|
BCS Wealth Management
Johnson City,
Tennessee
|
$276K
|
+$58.8K
|
+1,942
|
+26%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$275K
|
+$6.05K
|
+200
|
+2%
|
|
|
15
|
Retirement Guys Formula
Maumee,
Ohio
|
$259K
|
-$140K
|
-4,633
|
-34%
|
|
|
16
|
Anchor Investment Management
Columbia,
South Carolina
|
$250K
|
+$8.32K
|
+275
|
+3%
|
|
|
17
|
|
$231K
|
-$1.28M
|
-42,149
|
-84%
|
|
|
18
|
Bard Financial Services
Branford,
Connecticut
|
$227K
|
-$274K
|
-9,050
|
-54%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
-$8.96K
|
-296
|
-4%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$176K
|
+$185K
|
+6,105
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$109K
|
+$2.9K
|
+96
|
+3%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$105K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$92K
|
+$21.7K
|
+716
|
+29%
|
|
|
24
|
Leelyn Smith
Geneva,
Illinois
|
$86K
|
-$19.5K
|
-645
|
-18%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$74K
|
-$36.3K
|
-1,200
|
-32%
|
|
