|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15.3M
|
+$5.65M
|
+111,050
|
+64%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$3.35M
|
+65,965
|
+35%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.47M
|
+$568K
|
+11,180
|
+7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$6.91M
|
+$584K
|
+11,486
|
+10%
|
|
|
5
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$4.39M
|
-$77.1K
|
-1,517
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
-$138K
|
-2,708
|
-4%
|
|
|
7
|
|
$3.1M
|
-$870K
|
-17,119
|
-23%
|
|
|
8
|
|
$2.68M
|
+$2.53M
|
+49,825
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
-$129K
|
-2,528
|
-5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.82M
|
+$4.37K
|
+86
|
+0.3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
+$8.54K
|
+168
|
+0.5%
|
|
|
12
|
RiverTree Advisors
Winter Park,
Florida
|
$1.55M
|
-$228K
|
-4,477
|
-13%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.47M
|
-$747K
|
-14,688
|
-35%
|
|
|
14
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.46M
|
-$21.3K
|
-419
|
-2%
|
|
|
15
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$1.44M
|
+$36.7K
|
+721
|
+3%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.44M
|
+$125K
|
+2,460
|
+10%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
-$2.28M
|
-44,859
|
-64%
|
|
|
18
|
Tidemark
San Diego,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
19
|
|
$1.18M
|
-$3.62M
|
-71,111
|
-76%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$828K
|
-$174K
|
-3,420
|
-18%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$826K
|
+$16.9K
|
+332
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$789K
|
-$170K
|
-3,334
|
-19%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$774K
|
+$4.83K
|
+95
|
+0.7%
|
|
|
24
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$674K
|
+$371K
|
+7,294
|
+139%
|
|
|
25
|
SkyOak Wealth
Southfield,
Michigan
|
$620K
|
–
|
–
|
–
|
|
