|
1
|
TMD & Associates
Scottsdale,
Arizona
|
$6.12M
|
+$6.04M
|
+154,887
|
New
|
|
|
2
|
|
$4.17M
|
-$34K
|
-871
|
-0.8%
|
|
|
3
|
Edge Advisors
Atlanta,
Georgia
|
$3.64M
|
+$548K
|
+14,061
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$57.1K
|
-1,463
|
-2%
|
|
|
5
|
Smart Money Group
Eastland,
Texas
|
$1.9M
|
+$1.87M
|
+47,951
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.81M
|
+$1.26M
|
+32,235
|
+236%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$1.81M
|
+$1.79M
|
+45,830
|
New
|
|
|
8
|
Cerity Partners OCIO
New York
|
$1.65M
|
+$1.62M
|
+41,660
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
-$74.8K
|
-1,918
|
-5%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.11M
|
+$1.08M
|
+27,750
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$163K
|
+4,192
|
+18%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$955K
|
+$96.4K
|
+2,471
|
+11%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$820K
|
–
|
–
|
–
|
|
|
14
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$662K
|
+$395K
|
+10,137
|
+157%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$657K
|
+$33.9K
|
+868
|
+6%
|
|
|
16
|
|
$539K
|
+$532K
|
+13,634
|
New
|
|
|
17
|
FDx Advisors
Chicago,
Illinois
|
$287K
|
+$5.5K
|
+141
|
+2%
|
|
|
18
|
SYM Financial Corp
Winona Lake,
Indiana
|
$261K
|
+$258K
|
+6,604
|
New
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$242K
|
+$239K
|
+6,125
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$201K
|
-$26K
|
-667
|
-12%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$75K
|
-$5.85K
|
-150
|
-7%
|
|
|
22
|
Winfield Associates
Cleveland,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$8K
|
+$8K
|
+205
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
-$1.01K
|
-26
|
-13%
|
|
|
25
|
Regal Wealth Group
Seal Beach,
California
|
$6K
|
–
|
–
|
–
|
|
