|
1
|
Leo Wealth LLC
Hurst,
Texas
|
$7.34M
|
+$211K
|
+7,973
|
+3%
|
|
|
2
|
Equitable Holdings
New York
|
$7.13M
|
+$674K
|
+25,419
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.48M
|
+$1.19M
|
+44,839
|
+22%
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.78M
|
-$177K
|
-6,669
|
-6%
|
|
|
5
|
SFE Investment Counsel
Los Angeles,
California
|
$2.39M
|
+$622K
|
+23,456
|
+34%
|
|
|
6
|
|
$2.38M
|
+$383K
|
+14,460
|
+19%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.99M
|
+$55.2K
|
+2,082
|
+3%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.29M
|
+$1.32M
|
+49,726
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$55K
|
+2,074
|
+5%
|
|
|
10
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.23M
|
+$297K
|
+11,187
|
+31%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.17M
|
+$1.19M
|
+44,900
|
New
|
|
|
12
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.01M
|
+$1.03M
|
+38,664
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$980K
|
-$43.4K
|
-1,636
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$889K
|
+$130K
|
+4,903
|
+17%
|
|
|
15
|
Jessup Wealth Management
Dayton,
Ohio
|
$830K
|
+$45.8K
|
+1,728
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$681K
|
+$55.4K
|
+2,091
|
+9%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$644K
|
-$85.3K
|
-3,216
|
-11%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$440K
|
–
|
–
|
–
|
|
|
19
|
VestGen Advisors
Inverness,
Illinois
|
$417K
|
+$152K
|
+5,717
|
+56%
|
|
|
20
|
4Thought Financial Group
Syosset,
New York
|
$413K
|
-$14.1K
|
-532
|
-3%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$386K
|
+$178K
|
+6,729
|
+83%
|
|
|
22
|
Golden State Equity Partners
South Coast Metro,
California
|
$343K
|
+$350K
|
+13,198
|
New
|
|
|
23
|
|
$306K
|
+$312K
|
+11,776
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$273K
|
+$249K
|
+9,395
|
+864%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
+$66.4K
|
+2,506
|
+33%
|
|
