|
1
|
GFS Advisors
Houston,
Texas
|
$13M
|
+$44.8K
|
+1,497
|
New
|
|
|
2
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$5.55M
|
-$1.7M
|
-57,005
|
-22%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$2.9M
|
+$640K
|
+21,400
|
+25%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$1.91M
|
+63,946
|
+370%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
-$21K
|
-702
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.46M
|
+$530K
|
+17,726
|
+49%
|
|
|
7
|
Security National Bank
Omaha,
Nebraska
|
$1.42M
|
-$636K
|
-21,264
|
-29%
|
|
|
8
|
|
$1.26M
|
+$320K
|
+10,686
|
+30%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$944K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$523K
|
+$332K
|
+11,094
|
+136%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$429K
|
+$225K
|
+7,517
|
+91%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$414K
|
+$115K
|
+3,830
|
+34%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$408K
|
+$5.23K
|
+175
|
+1%
|
|
|
14
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$282K
|
+$310K
|
+10,383
|
New
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$282K
|
-$12K
|
-403
|
-4%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$249K
|
+$274K
|
+9,171
|
New
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$242K
|
-$59.8K
|
-2,000
|
-18%
|
|
|
18
|
Armis Advisers
Atlanta,
Georgia
|
$234K
|
+$232K
|
+7,767
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
+$241K
|
+8,053
|
New
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$177K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$174K
|
+$190K
|
+6,351
|
+17,165%
|
|
|
22
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$109K
|
–
|
–
|
–
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$96.2K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$74.8K
|
-$6.73K
|
-225
|
-8%
|
|
