|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
+$9.44M
|
+168,316
|
+40%
|
|
|
2
|
|
$25.3M
|
+$627K
|
+11,180
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
-$238K
|
-4,243
|
-2%
|
|
|
4
|
Marmo Financial Group
Johnson City,
Tennessee
|
$13.7M
|
+$13.6M
|
+242,112
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$3.58M
|
-63,749
|
-26%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.77M
|
-$1.13M
|
-20,148
|
-10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.18M
|
+$3.9M
|
+69,468
|
+92%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$6.38M
|
+$374K
|
+6,660
|
+6%
|
|
|
9
|
MGO One Seven
Beachwood,
Ohio
|
$6.3M
|
-$2.34M
|
-41,633
|
-27%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.74M
|
-$275K
|
-4,908
|
-5%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$5.6M
|
-$124K
|
-2,219
|
-2%
|
|
|
12
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5.47M
|
-$161K
|
-2,873
|
-3%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.39M
|
-$31.2K
|
-556
|
-0.6%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.25M
|
+$2.03M
|
+36,172
|
+64%
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.17M
|
+$65.6K
|
+1,169
|
+1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.53M
|
+$256K
|
+4,570
|
+6%
|
|
|
17
|
Davis Investment Partners
Charlotte,
North Carolina
|
$3.3M
|
+$2.99M
|
+53,302
|
New
|
|
|
18
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.25M
|
-$65.4K
|
-1,165
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.15M
|
+$840K
|
+14,974
|
+37%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
-$247K
|
-4,395
|
-9%
|
|
|
21
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.29M
|
+$52.6K
|
+938
|
+2%
|
|
|
22
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.26M
|
-$116K
|
-2,070
|
-5%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.72M
|
+$1.71M
|
+30,477
|
New
|
|
|
24
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.6M
|
-$880K
|
-15,693
|
-36%
|
|
|
25
|
Wintrust Investments
Chicago,
Illinois
|
$1.48M
|
+$70.1K
|
+1,250
|
+5%
|
|
