|
1
|
Trilogy Capital
Irvine,
California
|
$152M
|
-$179K
|
-5,162
|
-0.1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$25M
|
-$166K
|
-4,790
|
-0.6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$14.2M
|
+409,515
|
+322%
|
|
|
4
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$16.9M
|
–
|
–
|
–
|
|
|
5
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$14.7M
|
-$2.16M
|
-62,218
|
-12%
|
|
|
6
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.9M
|
-$214K
|
-6,168
|
-1%
|
|
|
7
|
|
$11.8M
|
-$1.05M
|
-30,302
|
-8%
|
|
|
8
|
|
$8.5M
|
-$6.57M
|
-189,328
|
-42%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.56M
|
+$2.78M
|
+80,200
|
+53%
|
|
|
10
|
Forward Management
San Francisco,
California
|
$7.52M
|
+$682K
|
+19,672
|
+9%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$7.42M
|
-$196K
|
-5,638
|
-2%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$6.62M
|
-$12.3K
|
-355
|
-0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.13M
|
+$2.4M
|
+69,263
|
+58%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.04M
|
-$967K
|
-27,880
|
-13%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.64M
|
+$167K
|
+4,804
|
+3%
|
|
|
16
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.47M
|
-$135K
|
-3,892
|
-2%
|
|
|
17
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.2M
|
+$429K
|
+12,381
|
+8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.2M
|
-$706K
|
-20,363
|
-11%
|
|
|
19
|
|
$4.93M
|
+$4.04M
|
+116,627
|
+339%
|
|
|
20
|
Financial Advisors
Andover,
Massachusetts
|
$4.37M
|
+$4.68M
|
+135,013
|
New
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.29M
|
+$255K
|
+7,366
|
+8%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$2.81M
|
+$267K
|
+7,685
|
+10%
|
|
|
23
|
Archvest Wealth Advisors
Concord,
California
|
$2.79M
|
+$159K
|
+4,573
|
+6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.52M
|
-$249K
|
-7,183
|
-9%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2.21M
|
-$105K
|
-3,025
|
-4%
|
|
