|
1
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$867K
|
+26,291
|
+6%
|
|
|
2
|
|
$9.38M
|
+$2.09M
|
+63,279
|
+27%
|
|
|
3
|
Csenge Advisory Group
Clearwater,
Florida
|
$8.57M
|
+$878K
|
+26,633
|
+11%
|
|
|
4
|
Continuum Advisory
Eagle,
Idaho
|
$8.57M
|
+$896K
|
+27,186
|
+11%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.91M
|
+$6.14M
|
+186,360
|
+5,468%
|
|
|
6
|
|
$5.49M
|
-$2.59M
|
-78,437
|
-31%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.07M
|
-$9.25M
|
-280,460
|
-63%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.24M
|
+$1.04M
|
+31,439
|
+30%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.85M
|
+$1.29M
|
+39,038
|
+46%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.59M
|
-$1.44M
|
-43,731
|
-28%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
+$2.49M
|
+75,442
|
+200%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.01M
|
+$310K
|
+9,406
|
+11%
|
|
|
13
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.61M
|
-$202K
|
-6,112
|
-7%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$2.4M
|
+$2.54M
|
+76,995
|
New
|
|
|
15
|
American Financial Advisors
Marietta,
Georgia
|
$2.21M
|
+$2.34M
|
+71,011
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.99M
|
+$1.44M
|
+43,762
|
+219%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$1.44M
|
+$458K
|
+13,895
|
+43%
|
|
|
18
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$1.3M
|
+$1.08M
|
+32,612
|
+353%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.3M
|
+$74.7K
|
+2,266
|
+6%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.24M
|
+$333K
|
+10,088
|
+34%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
-$849K
|
-25,760
|
-40%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$937K
|
-$238K
|
-7,204
|
-19%
|
|
|
23
|
Concentrum Wealth Management
San Jose,
California
|
$502K
|
-$65.7K
|
-1,994
|
-11%
|
|
|
24
|
|
$490K
|
+$519K
|
+15,739
|
New
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$480K
|
+$508K
|
+15,405
|
New
|
|
