|
1
|
Cogent Private Wealth
Orlando,
Florida
|
$10.6M
|
+$2.47M
|
+34,466
|
+31%
|
|
|
2
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.62M
|
-$2.93K
|
-41
|
-0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.32M
|
-$282K
|
-3,944
|
-11%
|
|
|
4
|
Crosspoint Financial
Tustin,
California
|
$1.25M
|
-$284K
|
-3,970
|
-19%
|
|
|
5
|
Diversify Wealth Management
Sandy,
Utah
|
$1.19M
|
+$96.7K
|
+1,351
|
+9%
|
|
|
6
|
Diversify Advisory Services
Sandy,
Utah
|
$1.19M
|
+$1.17M
|
+16,395
|
New
|
|
|
7
|
Vawter Financial
Columbus,
Ohio
|
$1.14M
|
+$17K
|
+238
|
+2%
|
|
|
8
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.09M
|
+$114K
|
+1,588
|
+12%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1M
|
+$254K
|
+3,555
|
+35%
|
|
|
10
|
Versant Capital Management
Phoenix,
Arizona
|
$801K
|
-$238K
|
-3,325
|
-23%
|
|
|
11
|
OceanIQ Capital
Palo Alto,
California
|
$523K
|
+$507K
|
+7,084
|
New
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$286K
|
+$14.3K
|
+200
|
+5%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$272K
|
+$3.94K
|
+55
|
+1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$270K
|
+$11K
|
+154
|
+4%
|
|
|
15
|
Marrick Wealth
Irvine,
California
|
$249K
|
+$245K
|
+3,418
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$245K
|
-$1.57K
|
-22
|
-0.6%
|
|
|
17
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$227K
|
-$14.5K
|
-203
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
+$211K
|
+2,951
|
New
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
$207K
|
+$203K
|
+2,837
|
New
|
|
|
20
|
Robinswood Financial
Kirkland,
Washington
|
$79.3K
|
+$49K
|
+685
|
+170%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$43.7K
|
–
|
–
|
–
|
|
|
22
|
Mosley Wealth Management
Anaheim,
California
|
$39.3K
|
+$38.6K
|
+539
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$22.3K
|
+$143
|
+2
|
+0.7%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$3.94K
|
+$3.86K
|
+54
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$141K
|
-2,102
|
Closed
|
|
