|
1
|
Trilogy Capital
Irvine,
California
|
$53.8M
|
-$113K
|
-3,812
|
-0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.29M
|
+$1.79M
|
+60,558
|
+29%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$7.63M
|
+$842K
|
+28,467
|
+13%
|
|
|
4
|
Tidemark
San Diego,
California
|
$6.97M
|
+$1.6M
|
+54,181
|
+31%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.83M
|
+$1.37M
|
+46,185
|
+58%
|
|
|
6
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.52M
|
+$226K
|
+7,638
|
+10%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$339K
|
-11,472
|
-21%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$919K
|
+$37.8K
|
+1,278
|
+4%
|
|
|
9
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$889K
|
+$145K
|
+4,916
|
+20%
|
|
|
10
|
|
$838K
|
+$809K
|
+27,359
|
+88,255%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$598K
|
+$578K
|
+19,555
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$493K
|
+$118K
|
+4,006
|
+32%
|
|
|
13
|
United Advisor Group
Cincinnati,
Ohio
|
$258K
|
+$249K
|
+8,417
|
New
|
|
|
14
|
Cheviot Value Management
Beverly Hills,
California
|
$145K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$70.2K
|
–
|
–
|
–
|
|
|
16
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$22.7K
|
+$118
|
+4
|
+0.5%
|
|
|
17
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$12.7K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$6.58K
|
-$6.65K
|
-225
|
-51%
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.12K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$6.12K
|
+$5.91K
|
+200
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.13K
|
–
|
–
|
–
|
|
|
23
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.66K
|
+$30
|
+1
|
+2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$400
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$184
|
+$148
|
+5
|
+500%
|
|
