|
1
|
|
$38.1M
|
-$644K
|
-15,165
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$183K
|
-4,307
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$1.07M
|
+25,255
|
+11%
|
|
|
4
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.15M
|
+$9.3M
|
+219,220
|
New
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$8.92M
|
+$46.2K
|
+1,088
|
+0.5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.49M
|
+$8.34M
|
+196,644
|
+2,950%
|
|
|
7
|
|
$6.23M
|
+$1.68M
|
+39,683
|
+36%
|
|
|
8
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$3.98M
|
+$14.2K
|
+335
|
+0.4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
+$17.9K
|
+423
|
+0.6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.26M
|
+$541K
|
+12,752
|
+73%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.2M
|
-$21.9K
|
-517
|
-2%
|
|
|
13
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.02M
|
-$38.4K
|
-904
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$968K
|
+$362K
|
+8,536
|
+58%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$750K
|
+$762K
|
+17,967
|
New
|
|
|
16
|
Family Management
New York
|
$676K
|
–
|
–
|
–
|
|
|
17
|
Argent Trust Co
Nashville,
Tennessee
|
$528K
|
-$17.5K
|
-412
|
-3%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$513K
|
-$3.89M
|
-91,702
|
-88%
|
|
|
19
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$488K
|
+$202K
|
+4,757
|
+69%
|
|
|
20
|
Lodestar Private Asset Management
Alamo,
California
|
$395K
|
–
|
–
|
–
|
|
|
21
|
|
$337K
|
+$343K
|
+8,078
|
New
|
|
|
22
|
IHT Wealth Management
Chicago,
Illinois
|
$336K
|
-$17K
|
-400
|
-5%
|
|
|
23
|
BBJS Financial Advisors
Seattle,
Washington
|
$332K
|
-$11.8K
|
-278
|
-3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$322K
|
+$5.98K
|
+141
|
+2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$313K
|
-$5.13K
|
-121
|
-2%
|
|
