|
1
|
Trilogy Capital
Irvine,
California
|
$161M
|
+$45.5M
|
+1,276,764
|
+38%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$2.53M
|
-70,852
|
-8%
|
|
|
3
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$17.9M
|
+$18.5M
|
+518,500
|
New
|
|
|
4
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$17.7M
|
+$7.27M
|
+204,090
|
+66%
|
|
|
5
|
|
$15.6M
|
+$2.41M
|
+67,595
|
+18%
|
|
|
6
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$15M
|
-$90.7K
|
-2,546
|
-0.6%
|
|
|
7
|
|
$13.6M
|
-$40.1K
|
-1,126
|
-0.3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$8.67M
|
+243,129
|
+286%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$8.06M
|
-$1.17M
|
-32,899
|
-12%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.37M
|
-$595K
|
-16,693
|
-7%
|
|
|
11
|
Forward Management
San Francisco,
California
|
$7.29M
|
-$2.9M
|
-81,275
|
-28%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$7.03M
|
-$219K
|
-6,132
|
-3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.21M
|
-$795K
|
-22,297
|
-11%
|
|
|
14
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.93M
|
-$41.8K
|
-1,172
|
-0.7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.81M
|
+$5.03M
|
+141,160
|
+524%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.24M
|
+$2.05M
|
+57,615
|
+61%
|
|
|
17
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.08M
|
-$816K
|
-22,882
|
-13%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.39M
|
+$378K
|
+10,619
|
+9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.11M
|
+$2.42M
|
+67,931
|
+134%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.25M
|
-$8.03M
|
-225,349
|
-71%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.09M
|
-$271K
|
-7,602
|
-8%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.92M
|
-$104K
|
-2,911
|
-3%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.85M
|
+$1.36M
|
+38,075
|
+86%
|
|
|
24
|
Archvest Wealth Advisors
Concord,
California
|
$2.8M
|
-$5.45K
|
-153
|
-0.2%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$2.71M
|
-$82.7K
|
-2,321
|
-3%
|
|
