|
1
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$29.5M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$28.9M
|
+$3.18M
|
+124,607
|
+12%
|
|
|
3
|
Copia Wealth Management
Bend,
Oregon
|
$7.57M
|
+$909K
|
+35,569
|
+14%
|
|
|
4
|
Carmel Capital Partners
San Diego,
California
|
$6.63M
|
-$3.14M
|
-122,798
|
-32%
|
|
|
5
|
Arax Advisory Partners
Denver,
Colorado
|
$4.99M
|
+$2.26M
|
+88,382
|
+83%
|
|
|
6
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$4.63M
|
+$4.61M
|
+180,564
|
New
|
|
|
7
|
WESPAC Advisors
Orinda,
California
|
$4.08M
|
+$2.54M
|
+99,365
|
+166%
|
|
|
8
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.96M
|
+$254K
|
+9,942
|
+7%
|
|
|
9
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$3.19M
|
+$229K
|
+8,958
|
+8%
|
|
|
10
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$2.94M
|
+$2.61M
|
+102,200
|
+821%
|
|
|
11
|
Inspire Advisors
Meridian,
Idaho
|
$2.31M
|
+$103K
|
+4,044
|
+5%
|
|
|
12
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.19M
|
-$111K
|
-4,350
|
-5%
|
|
|
13
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$2.02M
|
+$2.01M
|
+78,734
|
New
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$2M
|
+$197K
|
+7,699
|
+11%
|
|
|
15
|
Black Swift Group
Boulder,
Colorado
|
$1.59M
|
-$504K
|
-19,705
|
-24%
|
|
|
16
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.28M
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$570K
|
+22,287
|
+84%
|
|
|
18
|
Griffin Asset Management
New York
|
$1.16M
|
+$524K
|
+20,521
|
+82%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.16M
|
+$19.5K
|
+763
|
+2%
|
|
|
20
|
Estate Planners Group
Yardley,
Pennsylvania
|
$1.03M
|
+$535K
|
+20,945
|
+109%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$966K
|
+$45.3K
|
+1,773
|
+5%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$811K
|
+$82.3K
|
+3,220
|
+11%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$807K
|
-$31.6K
|
-1,236
|
-4%
|
|
|
24
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$683K
|
+$8.1K
|
+317
|
+1%
|
|
|
25
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$666K
|
-$60K
|
-2,348
|
-8%
|
|
