|
1
|
Phoenix Financial
Givatayim,
Israel
|
$71.8M
|
+$71.5M
|
+2,620,000
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.29M
|
+$319K
|
+11,691
|
+6%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$5.27M
|
+$447K
|
+16,357
|
+9%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.36M
|
+$568K
|
+20,806
|
+20%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.35M
|
+$398K
|
+14,575
|
+14%
|
|
|
6
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.05M
|
+$40.7K
|
+1,489
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.96M
|
+$363K
|
+13,294
|
+23%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.86M
|
-$1.54M
|
-56,484
|
-45%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
+$253K
|
+9,283
|
+23%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.33M
|
-$1.38M
|
-50,577
|
-51%
|
|
|
11
|
Walker Asset Management
Verona,
Missouri
|
$728K
|
-$2.02K
|
-74
|
-0.3%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$624K
|
+$89.2K
|
+3,265
|
+17%
|
|
|
13
|
Verus Capital Partners
Scottsdale,
Arizona
|
$621K
|
+$99.8K
|
+3,653
|
+19%
|
|
|
14
|
Regal Investment Advisors
Kentwood,
Michigan
|
$476K
|
+$474K
|
+17,344
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$406K
|
+$3.03K
|
+111
|
+0.8%
|
|
|
16
|
Laidlaw Wealth Management
New York City,
New York
|
$404K
|
–
|
–
|
–
|
|
|
17
|
Yoder Wealth Management
Walnut Creek,
California
|
$400K
|
+$399K
|
+14,595
|
New
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$330K
|
+$60.5K
|
+2,215
|
+23%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$271K
|
–
|
–
|
–
|
|
|
20
|
|
$263K
|
+$262K
|
+9,599
|
New
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$249K
|
+$248K
|
+9,072
|
New
|
|
|
22
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$55.1K
|
–
|
–
|
–
|
|
|
23
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$25.4K
|
–
|
–
|
–
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
$2.44K
|
+$2.43K
|
+89
|
New
|
|
|
25
|
Kalos Management
Alpharetta,
Georgia
|
$2.06K
|
+$2.05K
|
+75
|
New
|
|
