|
1
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12.3M
|
+$25.5K
|
+513
|
+0.2%
|
|
|
2
|
|
$8.49M
|
+$2.3M
|
+46,159
|
+37%
|
|
|
3
|
|
$7.51M
|
+$555K
|
+11,158
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.83M
|
-$225K
|
-4,526
|
-4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.1M
|
+$391K
|
+7,859
|
+11%
|
|
|
6
|
Peterson Wealth Management
Sparks,
Nevada
|
$3.96M
|
+$894K
|
+17,977
|
+29%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
+$3.74M
|
+75,271
|
+1,750%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.73M
|
-$896K
|
-18,017
|
-19%
|
|
|
9
|
Private Wealth Strategies
New Albany,
Ohio
|
$3.37M
|
+$471K
|
+9,462
|
+16%
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$3.27M
|
–
|
–
|
–
|
|
|
11
|
Nottingham Advisors
Amherst,
New York
|
$3.01M
|
+$65.4K
|
+1,314
|
+2%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.39M
|
-$81K
|
-1,629
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.28M
|
-$1.63M
|
-32,761
|
-56%
|
|
|
14
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.19M
|
-$104K
|
-2,091
|
-8%
|
|
|
15
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$594K
|
-$80.3K
|
-1,614
|
-12%
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$519K
|
-$118K
|
-2,381
|
-19%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$501K
|
+$20K
|
+402
|
+4%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$498K
|
+$51.6K
|
+1,038
|
+12%
|
|
|
19
|
TRUADVICE
Sarasota,
Florida
|
$487K
|
+$487K
|
+9,794
|
New
|
|
|
20
|
Monument Capital Management
Alexandria,
Virginia
|
$484K
|
+$1.89K
|
+38
|
+0.4%
|
|
|
21
|
Clear Perspective Advisors
Aurora,
Illinois
|
$477K
|
+$239K
|
+4,796
|
+17%
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$416K
|
+$74.5K
|
+1,497
|
+22%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$405K
|
+$20.1K
|
+404
|
+5%
|
|
|
24
|
VisionPoint Advisory Group
Dallas,
Texas
|
$263K
|
+$263K
|
+5,284
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$222K
|
–
|
–
|
–
|
|
