|
1
|
LPL Financial
San Diego,
California
|
$21.6M
|
-$1.63M
|
-46,625
|
-7%
|
|
|
2
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$18.3M
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$14M
|
+$1.05M
|
+30,093
|
+8%
|
|
|
4
|
|
$12.3M
|
+$181K
|
+5,170
|
+2%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.9M
|
+$7.74M
|
+220,962
|
+236%
|
|
|
6
|
|
$10.8M
|
-$721K
|
-20,601
|
-6%
|
|
|
7
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.01M
|
+$305K
|
+8,716
|
+4%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$6.45M
|
-$550K
|
-15,717
|
-8%
|
|
|
9
|
Weaver Consulting Group
Huntington Beach,
California
|
$6.02M
|
-$146K
|
-4,177
|
-2%
|
|
|
10
|
|
$6.02M
|
-$1.61M
|
-45,858
|
-21%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.65M
|
-$4.38M
|
-125,199
|
-44%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.36M
|
-$96K
|
-2,742
|
-2%
|
|
|
13
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.27M
|
+$37.2K
|
+1,062
|
+0.7%
|
|
|
14
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.16M
|
-$2.23M
|
-63,794
|
-30%
|
|
|
15
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.54M
|
-$368K
|
-10,508
|
-8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
-$321K
|
-9,168
|
-7%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$4.2M
|
-$462K
|
-13,195
|
-10%
|
|
|
18
|
Archvest Wealth Advisors
Concord,
California
|
$3.88M
|
+$111K
|
+3,168
|
+3%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$3.55M
|
-$95.2K
|
-2,719
|
-3%
|
|
|
20
|
WNY Asset Management
Williamsville,
New York
|
$3.09M
|
-$10.3M
|
-294,792
|
-77%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.66M
|
+$234K
|
+6,681
|
+10%
|
|
|
22
|
Consilium Wealth Advisory
Richardson,
Texas
|
$2.4M
|
+$1.96M
|
+56,064
|
+467%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
-$1.49M
|
-42,688
|
-39%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.74M
|
-$287K
|
-8,211
|
-14%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.67M
|
-$241K
|
-6,885
|
-13%
|
|
