|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$368
|
+5
|
+0%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.85M
|
+$1.21M
|
+16,387
|
+14%
|
|
|
3
|
Joseph Group Capital Management
Columbus,
Ohio
|
$7.44M
|
-$11.9K
|
-161
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.58M
|
-$2.77M
|
-37,579
|
-29%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.55M
|
+$6.45M
|
+87,526
|
+3,138%
|
|
|
6
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5.91M
|
+$9.21K
|
+125
|
+0.2%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.24M
|
+$68.3K
|
+928
|
+1%
|
|
|
8
|
Davis Investment Partners
Charlotte,
North Carolina
|
$5.15M
|
+$39.5K
|
+537
|
+0.7%
|
|
|
9
|
|
$4.69M
|
-$5.16K
|
-70
|
-0.1%
|
|
|
10
|
|
$4.58M
|
-$84.1K
|
-1,142
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.37M
|
+$1.28M
|
+17,413
|
+41%
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.94M
|
-$29.5K
|
-400
|
-0.7%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$3.74M
|
+$3.8M
|
+51,534
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
+$445K
|
+6,043
|
+17%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.96M
|
-$996K
|
-13,526
|
-25%
|
|
|
16
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.88M
|
-$43.3K
|
-588
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.65M
|
-$124K
|
-1,687
|
-4%
|
|
|
18
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$2.49M
|
+$17.7K
|
+240
|
+0.6%
|
|
|
19
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$2.3M
|
-$46.8K
|
-636
|
-2%
|
|
|
20
|
Shaker Investments
Cleveland,
Ohio
|
$1.87M
|
+$1.9M
|
+25,835
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.76M
|
-$4.3M
|
-58,375
|
-71%
|
|
|
22
|
|
$1.62M
|
–
|
–
|
–
|
|
|
23
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.58M
|
+$435K
|
+5,912
|
+37%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$191K
|
+2,598
|
+14%
|
|
|
25
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.55M
|
+$42.9K
|
+583
|
+3%
|
|
