|
1
|
Trilogy Capital
Irvine,
California
|
$56.3M
|
+$847K
|
+27,070
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.07M
|
+$518K
|
+16,557
|
+6%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.88M
|
+$3.89M
|
+124,372
|
+99%
|
|
|
4
|
Tidemark
San Diego,
California
|
$7.75M
|
+$555K
|
+17,736
|
+8%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$7.17M
|
-$695K
|
-22,231
|
-9%
|
|
|
6
|
Welch Financial Planning
Boulder,
Colorado
|
$3.77M
|
+$3.73M
|
+119,387
|
New
|
|
|
7
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.68M
|
+$89.5K
|
+2,861
|
+3%
|
|
|
8
|
|
$2.31M
|
+$1.44M
|
+45,912
|
+168%
|
|
|
9
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.18M
|
+$259K
|
+8,268
|
+28%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$985K
|
+$37.2K
|
+1,189
|
+4%
|
|
|
11
|
|
$982K
|
+$973K
|
+31,124
|
New
|
|
|
12
|
United Advisor Group
Cincinnati,
Ohio
|
$662K
|
+$393K
|
+12,568
|
+149%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$598K
|
-$770K
|
-24,612
|
-56%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$451K
|
-$74.3K
|
-2,377
|
-14%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$338K
|
+$335K
|
+10,706
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$282K
|
+$280K
|
+8,945
|
New
|
|
|
17
|
Cheviot Value Management
Beverly Hills,
California
|
$160K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$72.4K
|
–
|
–
|
–
|
|
|
19
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$23.5K
|
+$156
|
+5
|
+0.7%
|
|
|
20
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$13.1K
|
–
|
–
|
–
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.31K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$3.02K
|
+$3K
|
+96
|
New
|
|
|
23
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.72K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$415
|
–
|
–
|
–
|
|
|
25
|
|
$46
|
–
|
–
|
–
|
|
