|
1
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.99M
|
+$1.91M
|
+68,427
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.41M
|
+$185K
|
+6,647
|
+16%
|
|
|
3
|
James Investment Research
Alpha,
Ohio
|
$1.24M
|
+$1.18M
|
+42,475
|
New
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$1.12M
|
+$1.07M
|
+38,257
|
+10,453%
|
|
|
5
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.11M
|
-$16.1K
|
-579
|
-1%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$795K
|
+$760K
|
+27,288
|
New
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$526K
|
-$97.5K
|
-3,501
|
-16%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$488K
|
+$92.2K
|
+3,309
|
+25%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$396K
|
-$72.3K
|
-2,595
|
-16%
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$393K
|
+$376K
|
+13,500
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$243K
|
-$56.7K
|
-2,037
|
-20%
|
|
|
12
|
Windsor Creek Advisors
Bethel,
Vermont
|
$213K
|
+$203K
|
+7,300
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$155K
|
-$109K
|
-3,925
|
-45%
|
|
|
14
|
|
$96K
|
+$69.1K
|
+2,480
|
+309%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$54K
|
-$1.75K
|
-63
|
-3%
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$20K
|
+$167
|
+6
|
+0.8%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$8.15K
|
+$7.8K
|
+280
|
New
|
|
|
19
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$7K
|
+$7.1K
|
+255
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$209K
|
-7,504
|
-97%
|
|
|
22
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$732K
|
-28,304
|
Closed
|
|
|
25
|
|
–
|
-$386K
|
-14,918
|
Closed
|
|
