|
1
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$19.1M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$23.9K
|
+661
|
+0.1%
|
|
|
3
|
|
$11.8M
|
-$242K
|
-6,689
|
-2%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$10.4M
|
-$2.34M
|
-64,571
|
-19%
|
|
|
5
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.33M
|
+$2.75M
|
+75,929
|
+50%
|
|
|
6
|
|
$6.4M
|
-$8.74M
|
-241,512
|
-58%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.19M
|
-$11.6M
|
-321,846
|
-66%
|
|
|
8
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.03M
|
+$175K
|
+4,837
|
+3%
|
|
|
9
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.71M
|
-$197K
|
-5,456
|
-3%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$5.55M
|
-$3M
|
-82,979
|
-35%
|
|
|
11
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.36M
|
+$38.6K
|
+1,066
|
+0.7%
|
|
|
12
|
WNY Asset Management
Williamsville,
New York
|
$4.86M
|
-$714K
|
-19,719
|
-13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.71M
|
-$4.25M
|
-117,538
|
-48%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.97M
|
-$298K
|
-8,243
|
-7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.9M
|
-$1.03M
|
-28,417
|
-21%
|
|
|
16
|
SageView Advisory Group
Newport Beach,
California
|
$3.57M
|
+$2.56M
|
+70,682
|
New
|
|
|
17
|
Archvest Wealth Advisors
Concord,
California
|
$3.19M
|
+$11.7K
|
+322
|
+0.4%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$2.94M
|
-$109K
|
-3,000
|
-4%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.83M
|
-$304K
|
-8,396
|
-10%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.63M
|
-$765K
|
-21,148
|
-23%
|
|
|
21
|
Congress Asset Management
Boston,
Massachusetts
|
$2.02M
|
-$2.71M
|
-74,869
|
-58%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2M
|
+$1.52M
|
+41,936
|
+341%
|
|
|
23
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.82M
|
+$68.8K
|
+1,901
|
+4%
|
|
|
24
|
Consilium Wealth Advisory
Richardson,
Texas
|
$1.76M
|
-$20.4K
|
-565
|
-1%
|
|
|
25
|
|
$1.48M
|
+$510K
|
+14,084
|
+54%
|
|
