|
1
|
Capital International Investors
Los Angeles,
California
|
$42.5M
|
-$6.22M
|
-245,000
|
-13%
|
|
|
2
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.96M
|
+$1.96M
|
+77,317
|
New
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$684K
|
+$685K
|
+26,979
|
New
|
|
|
4
|
Ausdal Financial Partners
Davenport,
Iowa
|
$576K
|
+$576K
|
+22,698
|
New
|
|
|
5
|
Greenline Wealth Management
Boca Raton,
Florida
|
$570K
|
+$570K
|
+22,469
|
New
|
|
|
6
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$383K
|
+$384K
|
+15,113
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$344K
|
+$298K
|
+11,746
|
+640%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$262K
|
+$262K
|
+10,339
|
New
|
|
|
9
|
Diversify Advisory Services
Sandy,
Utah
|
$244K
|
+$243K
|
+9,560
|
New
|
|
|
10
|
|
$244K
|
-$538K
|
-21,194
|
-69%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$107K
|
+$90K
|
+3,546
|
+527%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$60.9K
|
+$61K
|
+2,403
|
New
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$18.6K
|
+$305
|
+12
|
+2%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$17.5K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.08K
|
+$9.09K
|
+358
|
New
|
|
