|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
-$5.32M
|
-100,940
|
-24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.67M
|
-$1.57M
|
-29,884
|
-16%
|
|
|
3
|
|
$7.13M
|
-$88.4K
|
-1,678
|
-1%
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$5.45M
|
+$30.1K
|
+572
|
+0.5%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$4.9M
|
-$54.6K
|
-1,037
|
-1%
|
|
|
6
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$4.46M
|
-$192K
|
-3,638
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3.58M
|
+$250K
|
+4,748
|
+7%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.53M
|
-$264K
|
-5,016
|
-7%
|
|
|
9
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.25M
|
-$274K
|
-5,202
|
-7%
|
|
|
10
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.2M
|
+$49.4K
|
+938
|
+2%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.97M
|
-$21.9K
|
-415
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.64M
|
-$1.19M
|
-22,674
|
-30%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
+$69.8K
|
+1,324
|
+3%
|
|
|
14
|
Davis Investment Partners
Charlotte,
North Carolina
|
$2.23M
|
-$390K
|
-7,404
|
-14%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$2.23M
|
+$1.01M
|
+19,178
|
+77%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.16M
|
-$3.13M
|
-59,372
|
-58%
|
|
|
17
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.1M
|
+$145K
|
+2,758
|
+7%
|
|
|
18
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.06M
|
+$7.17K
|
+136
|
+0.3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$336K
|
+6,383
|
+19%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
-$1.66M
|
-31,537
|
-45%
|
|
|
21
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.93M
|
-$38.2K
|
-725
|
-2%
|
|
|
22
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.47M
|
+$34.2K
|
+649
|
+2%
|
|
|
23
|
Live Oak Investment Partners
Austin,
Texas
|
$1.34M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
+$250K
|
+4,737
|
+22%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$177K
|
+3,358
|
+16%
|
|
