|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$6.95M
|
+$329K
|
+9,276
|
+5%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$6.88M
|
+$284
|
+8
|
+0%
|
|
|
3
|
Grimes & Company
Westborough,
Massachusetts
|
$6.51M
|
+$6.04M
|
+170,134
|
New
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.37M
|
+$4.45M
|
+125,388
|
+305%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
+$5.41M
|
+152,413
|
New
|
|
|
6
|
Win Advisors
Palm Beach Gardens,
Florida
|
$2.79M
|
+$2.59M
|
+73,037
|
New
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$2.48M
|
-$122K
|
-3,444
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.6M
|
+$176K
|
+4,964
|
+13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.59M
|
+$983K
|
+27,692
|
+198%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
-$193K
|
-5,433
|
-12%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.42M
|
-$51.3K
|
-1,444
|
-4%
|
|
|
12
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.23M
|
+$17.2K
|
+484
|
+2%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.05M
|
–
|
–
|
–
|
|
|
14
|
Walker Asset Management
Verona,
Missouri
|
$787K
|
-$65.3K
|
-1,840
|
-8%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$449K
|
-$25.4K
|
-716
|
-6%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$353K
|
-$7.95K
|
-224
|
-2%
|
|
|
17
|
Clearstead Advisors
Cleveland,
Ohio
|
$342K
|
+$317K
|
+8,945
|
New
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$323K
|
+$248
|
+7
|
+0.1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$297K
|
-$65.4K
|
-1,843
|
-19%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$270K
|
+$250K
|
+7,044
|
New
|
|
|
21
|
Worth Asset Management
Dallas,
Texas
|
$262K
|
-$84.3K
|
-2,375
|
-26%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$252K
|
+$21K
|
+592
|
+10%
|
|
|
23
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
24
|
Rothschild Investment LLC
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$18.7K
|
–
|
–
|
–
|
|
