|
1
|
|
$9.8M
|
+$359K
|
+11,741
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.77M
|
-$174K
|
-5,681
|
-2%
|
|
|
3
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.3M
|
-$40K
|
-1,306
|
-0.9%
|
|
|
4
|
|
$2.71M
|
-$17.6K
|
-575
|
-0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
+$109K
|
+3,573
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.9M
|
+$228K
|
+7,451
|
+13%
|
|
|
7
|
WESPAC Advisors
Orinda,
California
|
$1.81M
|
+$1.1M
|
+36,055
|
+132%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$127K
|
+4,140
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$125K
|
+4,077
|
+7%
|
|
|
10
|
|
$1.27M
|
-$107K
|
-3,500
|
-7%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.12M
|
-$13.3K
|
-434
|
-1%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.07M
|
+$7.72K
|
+252
|
+0.7%
|
|
|
13
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.06M
|
-$127K
|
-4,164
|
-10%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$724K
|
+$245
|
+8
|
+0%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$706K
|
-$6.34K
|
-207
|
-0.8%
|
|
|
16
|
Physician Wealth Advisors
Midvale,
Utah
|
$691K
|
–
|
–
|
–
|
|
|
17
|
LexAurum Advisors
Overland Park,
Kansas
|
$635K
|
-$39K
|
-1,275
|
-5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$370K
|
-$18.3K
|
-599
|
-4%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$368K
|
–
|
–
|
–
|
|
|
20
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$328K
|
+$582
|
+19
|
+0.2%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$323K
|
–
|
–
|
–
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
24
|
Financial Management Network
Mission Viejo,
California
|
$298K
|
+$704
|
+23
|
+0.2%
|
|
|
25
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$270K
|
+$290K
|
+9,480
|
New
|
|
