|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$203M
|
-$1.12M
|
-29,005
|
-0.6%
|
|
|
2
|
Tidemark
San Diego,
California
|
$4.72M
|
+$4.46M
|
+115,595
|
New
|
|
|
3
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.74M
|
+$3.53M
|
+91,502
|
New
|
|
|
4
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.26M
|
+$3.07M
|
+79,693
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$1.05M
|
+27,163
|
+117%
|
|
|
6
|
Tactive Advisors
Jacksonville,
Florida
|
$1.59M
|
+$1.5M
|
+38,839
|
New
|
|
|
7
|
Fulcrum Equity Management
Plano,
Texas
|
$1.28M
|
-$105K
|
-2,721
|
-8%
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.03M
|
+$974K
|
+25,251
|
New
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$915K
|
-$39.9K
|
-1,035
|
-4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$912K
|
+$861K
|
+22,322
|
New
|
|
|
11
|
Equitable Holdings
New York
|
$785K
|
+$741K
|
+19,207
|
New
|
|
|
12
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$698K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$352K
|
+$333K
|
+8,622
|
New
|
|
|
14
|
Able Wealth Management
Toms River,
New Jersey
|
$298K
|
+$281K
|
+7,288
|
New
|
|
|
15
|
Legacy Capital Group California
Los Gatos,
California
|
$290K
|
-$75.5K
|
-1,956
|
-22%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$284K
|
+$268K
|
+6,941
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$203K
|
+$191K
|
+4,955
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$195K
|
+$184K
|
+4,766
|
New
|
|
|
19
|
Raleigh Capital Management
Cary,
North Carolina
|
$184K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
+$25.5K
|
+660
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$2.7K
|
+$2.55K
|
+66
|
New
|
|
|
23
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$326
|
+$309
|
+8
|
New
|
|
|
24
|
|
$63
|
+$39
|
+1
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$20
|
–
|
–
|
–
|
|
