|
1
|
Trilogy Capital
Irvine,
California
|
$50.9M
|
+$1.21M
|
+44,122
|
+3%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$6.38M
|
+$1.25M
|
+45,834
|
+26%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.07M
|
+$3.36M
|
+122,816
|
+140%
|
|
|
4
|
Tidemark
San Diego,
California
|
$5.01M
|
+$4.74M
|
+173,668
|
New
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.28M
|
+$2.16M
|
+79,130
|
New
|
|
|
6
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.15M
|
+$1.58M
|
+57,965
|
+349%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$239K
|
+8,753
|
+19%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$830K
|
+$58.1K
|
+2,126
|
+8%
|
|
|
9
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$697K
|
+$204K
|
+7,470
|
+45%
|
|
|
10
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$431K
|
+$64.7K
|
+2,370
|
+19%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$366K
|
+$129K
|
+4,718
|
+59%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$293K
|
+$277K
|
+10,157
|
New
|
|
|
13
|
Cheviot Value Management
Beverly Hills,
California
|
$135K
|
–
|
–
|
–
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$66.2K
|
+$656
|
+24
|
+1%
|
|
|
15
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$21.3K
|
+$246
|
+9
|
+1%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$12.7K
|
+$6.15K
|
+225
|
+105%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$12.1K
|
+$11.5K
|
+420
|
New
|
|
|
18
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$11.3K
|
+$10.7K
|
+392
|
+39,200%
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$5.77K
|
–
|
–
|
–
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.9K
|
–
|
–
|
–
|
|
|
22
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.55K
|
–
|
–
|
–
|
|
|
23
|
|
$895
|
-$710
|
-26
|
-46%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$375
|
-$6.04K
|
-221
|
-94%
|
|
|
25
|
|
$52
|
–
|
–
|
–
|
|
