|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$3.59M
|
-59,622
|
-20%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.95M
|
+$22K
|
+365
|
+0.3%
|
|
|
3
|
|
$8.28M
|
+$32.9K
|
+546
|
+0.4%
|
|
|
4
|
Joseph Group Capital Management
Columbus,
Ohio
|
$6.57M
|
+$6.16M
|
+102,240
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.01M
|
+$5.64M
|
+93,556
|
New
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$5.89M
|
-$926K
|
-15,372
|
-14%
|
|
|
7
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5.27M
|
-$38.1K
|
-632
|
-0.8%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$4.81M
|
-$1.18M
|
-19,562
|
-21%
|
|
|
9
|
Davis Investment Partners
Charlotte,
North Carolina
|
$4.07M
|
+$728K
|
+12,074
|
+22%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.07M
|
-$98.3K
|
-1,631
|
-3%
|
|
|
11
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.85M
|
-$231K
|
-3,836
|
-6%
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.68M
|
-$70.6K
|
-1,172
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.15M
|
+$748K
|
+12,415
|
+34%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.85M
|
-$115K
|
-1,904
|
-4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.72M
|
+$221K
|
+3,672
|
+10%
|
|
|
16
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.6M
|
-$93.8K
|
-1,556
|
-4%
|
|
|
17
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.55M
|
-$122K
|
-2,025
|
-5%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$2.55M
|
-$810K
|
-13,444
|
-25%
|
|
|
19
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$2.33M
|
+$132K
|
+2,198
|
+6%
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.97M
|
-$117K
|
-1,949
|
-6%
|
|
|
21
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.56M
|
-$493K
|
-8,175
|
-24%
|
|
|
22
|
|
$1.39M
|
–
|
–
|
–
|
|
|
23
|
Walker Asset Management
Verona,
Missouri
|
$1.36M
|
-$70.4K
|
-1,169
|
-5%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.29M
|
-$45K
|
-747
|
-4%
|
|
|
25
|
Wintrust Investments
Chicago,
Illinois
|
$1.24M
|
–
|
–
|
–
|
|
