|
1
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$19.1M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.5M
|
-$1.03M
|
-28,295
|
-6%
|
|
|
3
|
|
$12.1M
|
+$246K
|
+6,733
|
+2%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$8.31M
|
-$2.14M
|
-58,646
|
-21%
|
|
|
5
|
|
$6.44M
|
+$21.9K
|
+600
|
+0.3%
|
|
|
6
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.2M
|
+$156K
|
+4,279
|
+3%
|
|
|
7
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.59M
|
-$126K
|
-3,447
|
-2%
|
|
|
8
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.28M
|
-$102K
|
-2,785
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.82M
|
-$895K
|
-24,534
|
-19%
|
|
|
10
|
Archvest Wealth Advisors
Concord,
California
|
$3.79M
|
+$581K
|
+15,923
|
+18%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.58M
|
-$393K
|
-10,761
|
-10%
|
|
|
12
|
|
$3.38M
|
+$1.87M
|
+51,270
|
+127%
|
|
|
13
|
Congress Asset Management
Boston,
Massachusetts
|
$3.06M
|
+$1.02M
|
+27,903
|
+51%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.97M
|
-$3.2M
|
-87,609
|
-52%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$2.91M
|
-$38K
|
-1,043
|
-1%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.66M
|
-$224K
|
-6,131
|
-8%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.53M
|
-$107K
|
-2,927
|
-4%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.5M
|
+$2.47M
|
+67,691
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.27M
|
+$860K
|
+23,582
|
+62%
|
|
|
20
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.11M
|
+$2.08M
|
+57,067
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.85M
|
+$1.35M
|
+37,099
|
+283%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.77M
|
+$1.75M
|
+47,874
|
New
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.76M
|
-$238K
|
-6,525
|
-12%
|
|
|
24
|
WNY Asset Management
Williamsville,
New York
|
$1.67M
|
-$3.16M
|
-86,692
|
-66%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.59M
|
-$235K
|
-6,446
|
-13%
|
|
