|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.4M
|
-$6.26M
|
-109,718
|
-18%
|
|
|
2
|
|
$18.2M
|
-$5.02M
|
-87,996
|
-20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$609K
|
-10,676
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$1.55M
|
+27,142
|
+15%
|
|
|
5
|
MGO One Seven
Beachwood,
Ohio
|
$6.49M
|
+$969K
|
+16,976
|
+15%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$5.51M
|
-$215K
|
-3,760
|
-3%
|
|
|
7
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.99M
|
+$186K
|
+3,260
|
+3%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$4.96M
|
+$371K
|
+6,493
|
+7%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.94M
|
+$3.84M
|
+67,376
|
+221%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.94M
|
+$275K
|
+4,811
|
+5%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$4.89M
|
-$143K
|
-2,506
|
-3%
|
|
|
12
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$4.85M
|
-$48.3K
|
-847
|
-0.9%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$4.35M
|
+$137K
|
+2,399
|
+3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.35M
|
-$6.1M
|
-106,890
|
-62%
|
|
|
15
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.13M
|
+$250K
|
+4,381
|
+8%
|
|
|
16
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.03M
|
+$3.43M
|
+60,075
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.98M
|
-$1.2M
|
-21,074
|
-26%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.95M
|
-$2.48M
|
-43,485
|
-43%
|
|
|
19
|
Davis Investment Partners
Charlotte,
North Carolina
|
$2.65M
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.65M
|
-$187K
|
-3,273
|
-6%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.26M
|
-$5.71M
|
-100,109
|
-69%
|
|
|
22
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.05M
|
+$3.71K
|
+65
|
+0.2%
|
|
|
23
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.02M
|
–
|
–
|
–
|
|
|
24
|
Yoder Wealth Management
Walnut Creek,
California
|
$2M
|
+$2.26M
|
+39,587
|
New
|
|
|
25
|
Live Oak Investment Partners
Austin,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
