|
1
|
Elmwood Wealth Management
Berkeley,
California
|
$7M
|
+$709K
|
+14,088
|
+11%
|
|
|
2
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.6M
|
-$24.2K
|
-481
|
-0.7%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$2.57M
|
+$2.56M
|
+50,965
|
New
|
|
|
4
|
Financial Management Network
Mission Viejo,
California
|
$1.65M
|
+$388K
|
+7,706
|
+31%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.08M
|
+$131K
|
+2,599
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$1.02M
|
+20,215
|
New
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$850K
|
-$28.7K
|
-571
|
-3%
|
|
|
8
|
|
$813K
|
+$812K
|
+16,141
|
New
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$655K
|
+$654K
|
+13,003
|
New
|
|
|
10
|
Richard P. Slaughter Associates
Austin,
Texas
|
$623K
|
+$171K
|
+3,400
|
+38%
|
|
|
11
|
Ariadne Wealth Management
Santa Barbara,
California
|
$572K
|
+$17.1K
|
+340
|
+3%
|
|
|
12
|
TriaGen Wealth Management
Calabasas,
California
|
$552K
|
-$29K
|
-577
|
-5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$507K
|
+$507K
|
+10,071
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$478K
|
+$142K
|
+2,824
|
+42%
|
|
|
15
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$460K
|
–
|
–
|
–
|
|
|
16
|
Members Wealth
Media,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
17
|
Sweeney & Michel
Chico,
California
|
$401K
|
+$403K
|
+8,017
|
New
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$388K
|
+$1.61K
|
+32
|
+0.4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$342K
|
-$56.3K
|
-1,119
|
-14%
|
|
|
20
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$300K
|
+$299K
|
+5,948
|
New
|
|
|
21
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$299K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$296K
|
+$296K
|
+5,879
|
New
|
|
|
23
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$266K
|
+$266K
|
+5,286
|
New
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$251K
|
–
|
–
|
–
|
|
|
25
|
Union Savings Bank
Litchfield,
Connecticut
|
$246K
|
+$246K
|
+4,892
|
New
|
|
