|
1
|
Phoenix Financial
Givatayim,
Israel
|
$35.6M
|
–
|
–
|
–
|
|
|
2
|
Davenport & Co
Richmond,
Virginia
|
$18.9M
|
-$6.88M
|
-200,225
|
-29%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.1M
|
+$67.8K
|
+1,972
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
-$98.2K
|
-2,857
|
-5%
|
|
|
5
|
|
$1.89M
|
+$15.8K
|
+460
|
+1%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$1.49M
|
-$971K
|
-28,251
|
-42%
|
|
|
7
|
Strategic Financial Services
Utica,
New York
|
$1.46M
|
-$15.1K
|
-439
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
-$682K
|
-19,836
|
-37%
|
|
|
9
|
Griffin Asset Management
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
10
|
NTV Asset Management
Charleston,
West Virginia
|
$759K
|
-$27.5K
|
-800
|
-4%
|
|
|
11
|
Moran Wealth Management
Naples,
Florida
|
$668K
|
+$248K
|
+7,206
|
+72%
|
|
|
12
|
|
$650K
|
+$575K
|
+16,738
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$464K
|
+$49.8K
|
+1,450
|
+14%
|
|
|
14
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$385K
|
-$557K
|
-16,204
|
-62%
|
|
|
15
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$323K
|
–
|
–
|
–
|
|
|
16
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$315K
|
+$278K
|
+8,100
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$308K
|
-$396K
|
-11,523
|
-59%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$306K
|
-$627K
|
-18,238
|
-70%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$305K
|
+$4.06K
|
+118
|
+2%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$249K
|
-$134K
|
-3,910
|
-38%
|
|
|
21
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$245K
|
-$12K
|
-350
|
-5%
|
|
|
22
|
Independent Financial Group
San Diego,
California
|
$213K
|
+$189K
|
+5,490
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$193K
|
–
|
–
|
–
|
|
|
24
|
Rossby Financial
Melbourne,
Florida
|
$182K
|
–
|
–
|
–
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
$81.3K
|
–
|
–
|
–
|
|
