|
1
|
LPL Financial
San Diego,
California
|
$48M
|
+$4.88M
|
+164,660
|
+10%
|
|
|
2
|
Soltis Investment Advisors
St. George,
Utah
|
$41.6M
|
-$4.83M
|
-163,094
|
-10%
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$22.2M
|
-$3.54M
|
-119,415
|
-13%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
-$2.26M
|
-76,415
|
-12%
|
|
|
5
|
|
$13.8M
|
-$9.88M
|
-333,653
|
-40%
|
|
|
6
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$11.8M
|
+$490K
|
+16,563
|
+4%
|
|
|
7
|
TMD Wealth Management
Scottsdale,
Arizona
|
$10.9M
|
-$14M
|
-471,274
|
-54%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.4M
|
+$126K
|
+4,243
|
+1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.11M
|
-$1.43M
|
-48,378
|
-13%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$8.32M
|
-$2.65M
|
-89,640
|
-23%
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7.81M
|
+$409K
|
+13,800
|
+5%
|
|
|
12
|
SkyOak Wealth
Southfield,
Michigan
|
$6.84M
|
-$44.1K
|
-1,491
|
-0.6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.68M
|
-$200K
|
-6,765
|
-3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$5.63M
|
-$495K
|
-16,714
|
-7%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$5.61M
|
+$117K
|
+3,954
|
+2%
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$5.02M
|
+$281K
|
+9,506
|
+5%
|
|
|
17
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.12M
|
+$44.5K
|
+1,504
|
+1%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$3.94M
|
+$4.29M
|
+144,891
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$3.63M
|
+$3.96M
|
+133,674
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
-$359K
|
-12,139
|
-9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.47M
|
+$1.3M
|
+43,846
|
+93%
|
|
|
22
|
|
$2.4M
|
+$1.62M
|
+54,715
|
+164%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$2.12M
|
-$4.64M
|
-156,634
|
-67%
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.91M
|
+$54.4K
|
+1,838
|
+3%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$1.76M
|
-$776K
|
-26,221
|
-29%
|
|
