|
1
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$1.48M
|
+39,102
|
+9%
|
|
|
2
|
|
$12.4M
|
-$231K
|
-6,109
|
-2%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$7.92M
|
-$764K
|
-20,228
|
-9%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$7.41M
|
+$6.75M
|
+178,845
|
+1,406%
|
|
|
5
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.98M
|
+$482K
|
+12,756
|
+8%
|
|
|
6
|
|
$6.49M
|
-$249K
|
-6,588
|
-4%
|
|
|
7
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.81M
|
-$46.3K
|
-1,227
|
-0.8%
|
|
|
8
|
Elevation Capital Advisory
Bend,
Oregon
|
$5.68M
|
+$5.54M
|
+146,870
|
New
|
|
|
9
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.51M
|
-$13.9K
|
-369
|
-0.3%
|
|
|
10
|
Archvest Wealth Advisors
Concord,
California
|
$3.99M
|
+$2.57K
|
+68
|
+0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$477K
|
+12,626
|
+16%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$3.59M
|
+$531K
|
+14,064
|
+18%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.57M
|
-$173K
|
-4,593
|
-5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.5M
|
-$482K
|
-12,765
|
-12%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.7M
|
+$45.3K
|
+1,199
|
+2%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.57M
|
+$702K
|
+18,610
|
+39%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.5M
|
-$236K
|
-6,263
|
-9%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.42M
|
-$195K
|
-5,154
|
-8%
|
|
|
19
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.09M
|
-$113K
|
-3,000
|
-5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.06M
|
+$214K
|
+5,673
|
+12%
|
|
|
21
|
Congress Asset Management
Boston,
Massachusetts
|
$1.98M
|
-$1.19M
|
-31,532
|
-38%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
-$554K
|
-14,672
|
-24%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.56M
|
+$1.52M
|
+40,381
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
-$54.9K
|
-1,454
|
-4%
|
|
|
25
|
Eight 31 Financial
Midland,
Texas
|
$1.39M
|
+$370K
|
+9,811
|
+38%
|
|
