|
1
|
Avidian Wealth Enterprises
Houston,
Texas
|
$29.5M
|
+$320K
|
+24,166
|
+1%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.13M
|
+$310K
|
+23,420
|
+11%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.75M
|
-$179K
|
-13,529
|
-6%
|
|
|
4
|
Advisor Group
Phoenix,
Arizona
|
$2.5M
|
+$94K
|
+7,108
|
+4%
|
|
|
5
|
Evercore Wealth Management
New York
|
$979K
|
+$992K
|
+75,020
|
New
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$865K
|
+$47.6K
|
+3,600
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$793K
|
+$382K
|
+28,885
|
+84%
|
|
|
8
|
|
$608K
|
-$1.25M
|
-94,747
|
-67%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$563K
|
+$79.4K
|
+6,000
|
+16%
|
|
|
10
|
Freestone Capital Holdings
Seattle,
Washington
|
$499K
|
+$506K
|
+38,220
|
New
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$379K
|
+$4.63K
|
+350
|
+1%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$285K
|
+$91.3K
|
+6,905
|
+46%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$212K
|
+$206K
|
+15,565
|
+2,395%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$126K
|
–
|
–
|
–
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$108K
|
–
|
–
|
–
|
|
|
16
|
|
$59K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32K
|
+$31K
|
+2,342
|
+2,342%
|
|
|
19
|
WhitTier Trust Company
Reno,
Nevada
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Cordasco Financial Network
Naples,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10.4K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1K
|
+$1.32K
|
+100
|
New
|
|
|
23
|
Virtu KCG Holdings
New York
|
–
|
-$264K
|
-20,144
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$29K
|
-2,201
|
Closed
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$21K
|
-1,572
|
Closed
|
|
