|
1
|
LPL Financial
San Diego,
California
|
$23M
|
-$2.6M
|
-75,220
|
-10%
|
|
|
2
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$18.1M
|
–
|
–
|
–
|
|
|
3
|
WNY Asset Management
Williamsville,
New York
|
$13.4M
|
+$907K
|
+26,226
|
+7%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$12.8M
|
+$12.7M
|
+365,899
|
New
|
|
|
5
|
|
$12M
|
-$303K
|
-8,762
|
-2%
|
|
|
6
|
|
$11.4M
|
+$11.3M
|
+326,670
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.98M
|
-$11M
|
-317,055
|
-53%
|
|
|
8
|
Mangrove Partners
Greenwich,
Connecticut
|
$9.45M
|
+$9.35M
|
+270,253
|
New
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.61M
|
+$2.9M
|
+83,937
|
+52%
|
|
|
10
|
|
$7.58M
|
-$3.15M
|
-91,093
|
-30%
|
|
|
11
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$7.35M
|
-$804K
|
-23,238
|
-10%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$6.95M
|
+$29.6K
|
+857
|
+0.4%
|
|
|
13
|
Weaver Consulting Group
Huntington Beach,
California
|
$6.12M
|
-$259K
|
-7,495
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.42M
|
-$926K
|
-26,764
|
-15%
|
|
|
15
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.19M
|
-$207K
|
-5,979
|
-4%
|
|
|
16
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.84M
|
+$49.1K
|
+1,420
|
+1%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$4.63M
|
+$773K
|
+22,339
|
+20%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.58M
|
-$315K
|
-9,114
|
-7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.83M
|
-$18.6M
|
-537,971
|
-83%
|
|
|
20
|
Archvest Wealth Advisors
Concord,
California
|
$3.73M
|
+$187K
|
+5,413
|
+5%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$3.6M
|
+$3.19M
|
+92,199
|
+867%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.27M
|
+$162K
|
+4,673
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.42M
|
-$309K
|
-8,946
|
-11%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.01M
|
+$283K
|
+8,190
|
+17%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.9M
|
-$48.4K
|
-1,400
|
-3%
|
|
