|
1
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$8.08M
|
+$4.92M
|
+149,683
|
+134%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$2.64M
|
+$2.8M
|
+85,336
|
New
|
|
|
3
|
Security National Bank
Omaha,
Nebraska
|
$2.28M
|
+$2.42M
|
+73,611
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$134K
|
+4,068
|
+7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$1.18M
|
+36,003
|
New
|
|
|
6
|
|
$1.1M
|
+$800K
|
+24,332
|
+218%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
8
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$790K
|
+$805K
|
+24,495
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$534K
|
+$567K
|
+17,263
|
New
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$466K
|
+$98.2K
|
+2,988
|
+26%
|
|
|
11
|
Insigneo Advisory Services
Miami,
Florida
|
$372K
|
+$395K
|
+12,024
|
New
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$353K
|
+$375K
|
+11,396
|
New
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$337K
|
+$358K
|
+10,900
|
New
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$255K
|
+$271K
|
+8,250
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$252K
|
+$268K
|
+8,142
|
New
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$200K
|
+$115K
|
+3,489
|
+115%
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$149K
|
+$1.58K
|
+48
|
+0.9%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$124K
|
+$132K
|
+4,003
|
New
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$109K
|
+$13.3K
|
+406
|
+13%
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$92K
|
–
|
–
|
–
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$70.5K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57.4K
|
+$41.1K
|
+1,250
|
+206%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$48.1K
|
+$51.1K
|
+1,554
|
New
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$34.9K
|
+$35.5K
|
+1,080
|
New
|
|
