|
1
|
Beta Wealth Group
San Diego,
California
|
$4.85M
|
+$141K
|
+5,489
|
+3%
|
|
|
2
|
|
$3.75M
|
+$3.02M
|
+117,583
|
+417%
|
|
|
3
|
Capital International Investors
Los Angeles,
California
|
$3.09M
|
-$17.4M
|
-678,000
|
-85%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.78M
|
+$652K
|
+25,362
|
+58%
|
|
|
5
|
Royal Harbor Partners
Houston,
Texas
|
$1.62M
|
+$1.62M
|
+62,969
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$445K
|
+17,306
|
+43%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.29M
|
+$1.29M
|
+50,206
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.18M
|
+$183K
|
+7,133
|
+18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$163K
|
+6,330
|
+17%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$1.12M
|
-$257
|
-10
|
-0%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$958K
|
+$946K
|
+36,803
|
New
|
|
|
12
|
Capital Group Private Client Services
Los Angeles,
California
|
$757K
|
+$284K
|
+11,058
|
+60%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$684K
|
+$683K
|
+26,564
|
New
|
|
|
14
|
Burton Enright Welch
Walnut Creek,
California
|
$575K
|
+$574K
|
+22,338
|
New
|
|
|
15
|
|
$561K
|
+$39.3K
|
+1,529
|
+8%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$535K
|
+$533K
|
+20,720
|
New
|
|
|
17
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
18
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$332K
|
-$222K
|
-8,620
|
-40%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$293K
|
+$210K
|
+8,176
|
+256%
|
|
|
20
|
TrueWealth Advisors
Birmingham,
Alabama
|
$292K
|
+$292K
|
+11,359
|
New
|
|
|
21
|
Saxony Capital Management
St. Louis,
Missouri
|
$261K
|
+$260K
|
+10,122
|
New
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$260K
|
+$259K
|
+10,095
|
New
|
|
|
23
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$250K
|
+$250K
|
+9,725
|
New
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$232K
|
+$232K
|
+9,018
|
New
|
|
|
25
|
Tempus Wealth Planning
Irvine,
California
|
$229K
|
+$228K
|
+8,878
|
New
|
|
