|
1
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$3.42M
|
+$1.14M
|
+36,972
|
+54%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$71.2K
|
+2,313
|
+5%
|
|
|
3
|
|
$1.55M
|
+$1.36M
|
+44,337
|
+1,351%
|
|
|
4
|
James Investment Research
Alpha,
Ohio
|
$1.36M
|
-$18.5K
|
-600
|
-1%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$1.31M
|
+$49.2K
|
+1,600
|
+4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.25M
|
+$1.18M
|
+38,377
|
New
|
|
|
7
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.17M
|
-$62.6K
|
-2,034
|
-5%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$873K
|
-$12.8K
|
-416
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$847K
|
+$745K
|
+24,200
|
+1,300%
|
|
|
10
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$719K
|
+$546K
|
+17,751
|
New
|
|
|
11
|
Kaizen Financial Strategies
Campbell,
California
|
$400K
|
-$36.9K
|
-1,200
|
-9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$336K
|
-$99.8K
|
-3,242
|
-24%
|
|
|
13
|
Kore Private Wealth
New York
|
$208K
|
+$197K
|
+6,395
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191K
|
-$76K
|
-2,469
|
-30%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$166K
|
–
|
–
|
–
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$25K
|
+$1.69K
|
+55
|
+8%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$24K
|
+$22.2K
|
+723
|
New
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$9.91K
|
+$769
|
+25
|
+9%
|
|
|
20
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$4.65K
|
+151
|
New
|
|
|
22
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$526K
|
-18,071
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$488K
|
-16,772
|
Closed
|
|
