|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$1.75M
|
+35,214
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$1.22M
|
+24,551
|
+5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$1.84M
|
+37,038
|
+16%
|
|
|
4
|
|
$9.81M
|
+$1.39M
|
+27,954
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.84M
|
+$2.18M
|
+43,917
|
+48%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.53M
|
+$545K
|
+10,977
|
+9%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.49M
|
+$2.25M
|
+45,374
|
+54%
|
|
|
8
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$4.71M
|
+$4.64M
|
+93,498
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.62M
|
+$1.27M
|
+25,639
|
+39%
|
|
|
10
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2.7M
|
-$1.14M
|
-23,036
|
-30%
|
|
|
11
|
Fulcrum Equity Management
Plano,
Texas
|
$2.64M
|
+$315K
|
+6,339
|
+14%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$2.39M
|
-$1.27M
|
-25,561
|
-35%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.31M
|
-$46.6K
|
-938
|
-2%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.85M
|
+$105K
|
+2,106
|
+6%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.84M
|
+$1.43M
|
+28,756
|
+72%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$1.84M
|
–
|
–
|
–
|
|
|
17
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.83M
|
+$932K
|
+18,762
|
+106%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.69M
|
+$381K
|
+7,674
|
+30%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.65M
|
+$142K
|
+2,852
|
+10%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.51M
|
-$166K
|
-3,333
|
-10%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$1.25M
|
-$419K
|
-8,441
|
-25%
|
|
|
22
|
Archford Capital Strategies
Swansea,
Illinois
|
$960K
|
+$948K
|
+19,078
|
New
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$944K
|
+$931K
|
+18,740
|
New
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$887K
|
-$861K
|
-17,340
|
-50%
|
|
|
25
|
|
$698K
|
+$52.8K
|
+1,062
|
+8%
|
|
