|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$11.2M
|
+$11.3M
|
+304,766
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.44M
|
-$10.1K
|
-273
|
-0.2%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.97M
|
+$5.05M
|
+136,750
|
+537%
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.49M
|
+$2.58M
|
+69,713
|
+88%
|
|
|
5
|
|
$3.78M
|
+$207K
|
+5,589
|
+6%
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.39M
|
+$3.41M
|
+92,271
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.27M
|
+$7.17K
|
+194
|
+0.3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$18.8K
|
-509
|
-1%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.6M
|
+$1.56M
|
+42,184
|
+2,899%
|
|
|
10
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.57M
|
-$27.1K
|
-733
|
-2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.53M
|
+$421K
|
+11,395
|
+38%
|
|
|
12
|
|
$914K
|
-$2.09M
|
-56,587
|
-70%
|
|
|
13
|
Tidemark
San Diego,
California
|
$829K
|
–
|
–
|
–
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$819K
|
+$822K
|
+22,254
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$753K
|
+$757K
|
+20,481
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$668K
|
-$39.2K
|
-1,061
|
-6%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$619K
|
+$31.9K
|
+862
|
+5%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$524K
|
-$24.7K
|
-669
|
-4%
|
|
|
19
|
Concentrum Wealth Management
San Jose,
California
|
$518K
|
-$25.9K
|
-702
|
-5%
|
|
|
20
|
|
$438K
|
-$405K
|
-10,960
|
-48%
|
|
|
21
|
SkyOak Wealth
Southfield,
Michigan
|
$426K
|
–
|
–
|
–
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
23
|
American Financial Advisors
Marietta,
Georgia
|
$385K
|
-$13.6K
|
-367
|
-3%
|
|
|
24
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$300K
|
-$7.61K
|
-206
|
-2%
|
|
|
25
|
Pursue Wealth Partners
Clayton,
California
|
$294K
|
–
|
–
|
–
|
|
