|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$21.7M
|
-$1.1M
|
-19,898
|
-5%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$10.6M
|
+$10.7M
|
+192,855
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.23M
|
+$2.63M
|
+47,527
|
+47%
|
|
|
4
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$6.49M
|
-$198K
|
-3,586
|
-3%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$5.47M
|
+$182K
|
+3,288
|
+3%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$4.43M
|
-$5.81M
|
-105,103
|
-57%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.3M
|
+$3.81M
|
+68,925
|
+740%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.02M
|
+$257K
|
+4,646
|
+7%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$2.64M
|
+$2.65M
|
+48,002
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
+$294K
|
+5,315
|
+15%
|
|
|
11
|
HBW Advisory Services
Simi Valley,
California
|
$2.16M
|
-$10.4K
|
-188
|
-0.5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$161K
|
+2,906
|
+9%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
+$3.04K
|
+55
|
+0.2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.33M
|
+$44.6K
|
+807
|
+3%
|
|
|
15
|
Summit X LLC
Chesterfield,
Missouri
|
$1.21M
|
-$19.8K
|
-359
|
-2%
|
|
|
16
|
|
$1.19M
|
+$633K
|
+11,447
|
+112%
|
|
|
17
|
|
$1.18M
|
+$52.5K
|
+949
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
-$278K
|
-5,038
|
-19%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1.1M
|
+$73.9K
|
+1,337
|
+7%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$907K
|
-$264K
|
-4,777
|
-22%
|
|
|
21
|
Islay Capital Management
Lubbock,
Texas
|
$700K
|
-$148K
|
-2,679
|
-17%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$687K
|
+$180K
|
+3,253
|
+35%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$682K
|
-$240K
|
-4,339
|
-26%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$582K
|
-$41.4K
|
-749
|
-7%
|
|
|
25
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$543K
|
+$545K
|
+9,866
|
New
|
|
