|
1
|
LPL Financial
San Diego,
California
|
$8.02M
|
+$739K
|
+18,291
|
+11%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7M
|
-$5.67M
|
-140,417
|
-46%
|
|
|
3
|
|
$3.88M
|
-$1.72M
|
-42,491
|
-32%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.83M
|
+$115K
|
+2,844
|
+3%
|
|
|
5
|
|
$3.41M
|
-$2.3K
|
-57
|
-0.1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$19.9K
|
+492
|
+0.8%
|
|
|
7
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.84M
|
+$15.5K
|
+383
|
+0.9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.75M
|
+$87.9K
|
+2,177
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.55M
|
+$902K
|
+22,347
|
+143%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.42M
|
-$239K
|
-5,922
|
-15%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.3M
|
-$121
|
-3
|
-0%
|
|
|
12
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.29M
|
-$75.6K
|
-1,873
|
-6%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.26M
|
-$218K
|
-5,410
|
-15%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.11M
|
+$62.3K
|
+1,544
|
+6%
|
|
|
15
|
Tidemark
San Diego,
California
|
$964K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$909K
|
-$258K
|
-6,378
|
-23%
|
|
|
17
|
RiverTree Advisors
Winter Park,
Florida
|
$674K
|
+$636K
|
+15,751
|
New
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$622K
|
-$8.92K
|
-221
|
-1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$603K
|
-$17.3K
|
-429
|
-3%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$589K
|
+$14.2K
|
+351
|
+3%
|
|
|
21
|
|
$551K
|
-$3.59K
|
-89
|
-0.7%
|
|
|
22
|
SkyOak Wealth
Southfield,
Michigan
|
$493K
|
–
|
–
|
–
|
|
|
23
|
Synergy Asset Management
Vancouver,
Washington
|
$488K
|
+$461K
|
+11,414
|
New
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$463K
|
–
|
–
|
–
|
|
|
25
|
American Financial Advisors
Marietta,
Georgia
|
$379K
|
-$10.3K
|
-254
|
-3%
|
|
