|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$12.3M
|
+247,700
|
+6,593%
|
|
|
2
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$9.14M
|
-$3.21M
|
-64,326
|
-26%
|
|
|
3
|
|
$8.83M
|
+$1.31M
|
+26,180
|
+17%
|
|
|
4
|
MBL Wealth
Charlotte,
North Carolina
|
$6.21M
|
+$6.22M
|
+124,685
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.98M
|
+$138K
|
+2,775
|
+3%
|
|
|
6
|
Peterson Wealth Management
Sparks,
Nevada
|
$4.04M
|
+$71.5K
|
+1,434
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.98M
|
-$130K
|
-2,599
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
–
|
–
|
–
|
|
|
9
|
Private Wealth Strategies
New Albany,
Ohio
|
$3.64M
|
+$256K
|
+5,131
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$1.37M
|
+27,577
|
+107%
|
|
|
11
|
Clear Perspective Advisors
Aurora,
Illinois
|
$2.03M
|
+$392K
|
+7,860
|
+24%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.91M
|
-$492K
|
-9,862
|
-21%
|
|
|
13
|
|
$1.87M
|
-$6.64M
|
-133,093
|
-78%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
$1.63M
|
-$1.38M
|
-27,625
|
-46%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
+$1.16M
|
+23,176
|
New
|
|
|
16
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$780K
|
-$408K
|
-8,177
|
-34%
|
|
|
17
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$595K
|
–
|
–
|
–
|
|
|
18
|
TRUADVICE
Sarasota,
Florida
|
$559K
|
+$69.3K
|
+1,389
|
+14%
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$546K
|
+$48K
|
+962
|
+10%
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$515K
|
-$4.94K
|
-99
|
-0.9%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$515K
|
+$13.7K
|
+274
|
+3%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$513K
|
-$3.22M
|
-64,580
|
-86%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$449K
|
+$450K
|
+9,016
|
New
|
|
|
24
|
Dock Street Asset Management
Palm Beach,
Florida
|
$419K
|
+$420K
|
+8,416
|
New
|
|
|
25
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$330K
|
+$330K
|
+6,619
|
New
|
|
