|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.8M
|
+$5.34M
|
+147,941
|
+95%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.57M
|
+$165K
|
+4,580
|
+3%
|
|
|
3
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.55M
|
+$5.16M
|
+143,088
|
New
|
|
|
4
|
|
$5.17M
|
+$4.16M
|
+115,423
|
+646%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3.36M
|
-$6.72M
|
-186,338
|
-68%
|
|
|
6
|
|
$3.1M
|
-$144K
|
-3,996
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
-$430K
|
-11,916
|
-17%
|
|
|
8
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.66M
|
+$4.87K
|
+135
|
+0.3%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.52M
|
+$417K
|
+11,571
|
+42%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
-$169K
|
-4,682
|
-11%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.36M
|
-$243K
|
-6,751
|
-16%
|
|
|
12
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.25M
|
+$1.16M
|
+32,107
|
New
|
|
|
13
|
|
$1.24M
|
-$1.3M
|
-35,940
|
-53%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.18M
|
-$486K
|
-13,481
|
-31%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$664K
|
+18,410
|
+200%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$944K
|
+$877K
|
+24,314
|
New
|
|
|
17
|
Tidemark
San Diego,
California
|
$875K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$607K
|
-$222K
|
-6,154
|
-28%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$573K
|
-$24.7K
|
-685
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$563K
|
-$922K
|
-25,569
|
-64%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$521K
|
-$2.78K
|
-77
|
-0.6%
|
|
|
22
|
|
$503K
|
+$89.7K
|
+2,487
|
+24%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$479K
|
+$445K
|
+12,336
|
New
|
|
|
24
|
SkyOak Wealth
Southfield,
Michigan
|
$448K
|
-$1.37K
|
-38
|
-0.3%
|
|
|
25
|
Coppell Advisory Solutions
Coppell,
Texas
|
$418K
|
-$3.64K
|
-101
|
-0.9%
|
|
