|
1
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$1.95M
|
+97,687
|
+19%
|
|
|
2
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$9.03M
|
-$288K
|
-14,456
|
-3%
|
|
|
3
|
|
$7.2M
|
+$58.1K
|
+2,914
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.71M
|
-$2.66M
|
-133,465
|
-29%
|
|
|
5
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.58M
|
+$620K
|
+31,067
|
+11%
|
|
|
6
|
Congress Asset Management
Boston,
Massachusetts
|
$6.34M
|
+$229K
|
+11,465
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.74M
|
+$864K
|
+43,293
|
+18%
|
|
|
8
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.16M
|
+$122K
|
+6,117
|
+2%
|
|
|
9
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.92M
|
+$359
|
+18
|
+0%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$182K
|
+9,110
|
+5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.49M
|
+$3.95K
|
+198
|
+0.1%
|
|
|
12
|
Bard Financial Services
Branford,
Connecticut
|
$3.15M
|
+$3.06M
|
+153,160
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.85M
|
+$708K
|
+35,497
|
+34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
+$403K
|
+20,197
|
+19%
|
|
|
15
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$2.49M
|
+$2.42M
|
+121,052
|
New
|
|
|
16
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.26M
|
+$129K
|
+6,459
|
+6%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.23M
|
+$289K
|
+14,503
|
+15%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$2.15M
|
-$464K
|
-23,240
|
-18%
|
|
|
19
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$2.13M
|
+$448K
|
+22,464
|
+28%
|
|
|
20
|
Stockman Wealth Management
Billings,
Montana
|
$2.12M
|
+$283K
|
+14,174
|
+16%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.08M
|
+$37.1K
|
+1,858
|
+2%
|
|
|
22
|
Prudential plc
London, England,
United Kingdom
|
$1.65M
|
-$798K
|
-40,000
|
-33%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$173K
|
+8,696
|
+14%
|
|
|
24
|
XML Financial
Bethesda,
Maryland
|
$1.34M
|
+$115K
|
+5,762
|
+10%
|
|
|
25
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.33M
|
-$71.8K
|
-3,600
|
-5%
|
|
