|
1
|
Trilogy Capital
Irvine,
California
|
$70.5M
|
-$2.28M
|
-61,357
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12M
|
-$656K
|
-17,620
|
-5%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$8.17M
|
+$527K
|
+14,166
|
+7%
|
|
|
4
|
Tidemark
San Diego,
California
|
$6.35M
|
-$2.3M
|
-61,734
|
-27%
|
|
|
5
|
|
$4.89M
|
+$1.36M
|
+36,540
|
+40%
|
|
|
6
|
Welch Financial Planning
Boulder,
Colorado
|
$4.67M
|
-$80.7K
|
-2,167
|
-2%
|
|
|
7
|
|
$2.73M
|
-$2.45M
|
-65,883
|
-48%
|
|
|
8
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.71M
|
+$31.2K
|
+838
|
+2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
-$29K
|
-778
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
+$188K
|
+5,050
|
+21%
|
|
|
11
|
United Advisor Group
Cincinnati,
Ohio
|
$1.09M
|
+$184K
|
+4,933
|
+21%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$934K
|
-$440K
|
-11,813
|
-33%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$719K
|
+$383K
|
+10,279
|
+124%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$407K
|
-$10.5K
|
-281
|
-3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$374K
|
-$191K
|
-5,141
|
-35%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$254K
|
+$245K
|
+6,573
|
New
|
|
|
17
|
Unified Investment Management
Atlanta,
Georgia
|
$230K
|
+$222K
|
+5,953
|
New
|
|
|
18
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$226K
|
+$218K
|
+5,848
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$217K
|
-$7.48K
|
-201
|
-3%
|
|
|
20
|
Cheviot Value Management
Beverly Hills,
California
|
$178K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$88.6K
|
–
|
–
|
–
|
|
|
22
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$26.6K
|
-$2.23K
|
-60
|
-8%
|
|
|
23
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.69K
|
–
|
–
|
–
|
|
|
25
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$7.73K
|
+$7.45K
|
+200
|
New
|
|
