|
1
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$81.8K
|
+4,288
|
+0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.82M
|
+$3.65M
|
+191,233
|
+71%
|
|
|
3
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$8.7M
|
+$1.61M
|
+84,507
|
+23%
|
|
|
4
|
|
$6.66M
|
+$1.9M
|
+99,406
|
+40%
|
|
|
5
|
Congress Asset Management
Boston,
Massachusetts
|
$5.69M
|
+$209K
|
+10,961
|
+4%
|
|
|
6
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$5.54M
|
+$1.51M
|
+79,418
|
+38%
|
|
|
7
|
Plimoth Trust
Plymouth,
Massachusetts
|
$4.69M
|
+$109K
|
+5,703
|
+2%
|
|
|
8
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.59M
|
+$32.8K
|
+1,720
|
+0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.53M
|
-$3.87M
|
-202,874
|
-46%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
+$334K
|
+17,527
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.25M
|
+$1.55M
|
+81,443
|
+93%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$2.44M
|
+$877
|
+46
|
+0%
|
|
|
13
|
Prudential plc
London, England,
United Kingdom
|
$2.3M
|
+$2.29M
|
+120,000
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.06M
|
-$234K
|
-12,255
|
-10%
|
|
|
15
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.99M
|
+$59.4K
|
+3,115
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.98M
|
+$768K
|
+40,285
|
+64%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9M
|
+$664K
|
+34,831
|
+54%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.78M
|
+$1.8M
|
+94,271
|
New
|
|
|
19
|
Stockman Wealth Management
Billings,
Montana
|
$1.71M
|
+$1.06M
|
+55,573
|
+166%
|
|
|
20
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$1.56M
|
+$1.55M
|
+81,344
|
New
|
|
|
21
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.31M
|
+$52.2K
|
+2,740
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
-$23.9K
|
-1,252
|
-2%
|
|
|
23
|
XML Financial
Bethesda,
Maryland
|
$1.14M
|
+$161K
|
+8,417
|
+17%
|
|
|
24
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.07M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$6.1K
|
-320
|
-0.6%
|
|
