|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14.9M
|
+$7.97M
|
+183,410
|
+112%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.1M
|
-$989K
|
-22,747
|
-12%
|
|
|
3
|
|
$4.33M
|
+$429K
|
+9,864
|
+11%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$4.25M
|
+$403K
|
+9,276
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.82M
|
+$1.29M
|
+29,590
|
+50%
|
|
|
6
|
Private Advisory Group
Redmond,
Washington
|
$3.73M
|
+$3.77M
|
+86,666
|
New
|
|
|
7
|
|
$3.69M
|
+$257K
|
+5,904
|
+7%
|
|
|
8
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.85M
|
-$3.74K
|
-86
|
-0.2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.82M
|
+$394K
|
+9,057
|
+27%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
-$26.6K
|
-611
|
-1%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.37M
|
+$61.6K
|
+1,416
|
+5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
+$564K
|
+12,968
|
+92%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
-$491K
|
-11,287
|
-30%
|
|
|
14
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$1.12M
|
+$1.13M
|
+25,927
|
New
|
|
|
15
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.05M
|
-$257K
|
-5,906
|
-20%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.04M
|
-$69.4K
|
-1,596
|
-6%
|
|
|
17
|
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
$1.01M
|
+$1.02M
|
+23,490
|
New
|
|
|
18
|
Tidemark
San Diego,
California
|
$970K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$969K
|
+$738K
|
+16,983
|
+306%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$888K
|
+$570K
|
+13,104
|
+174%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$831K
|
+$840K
|
+19,315
|
New
|
|
|
22
|
|
$753K
|
+$384K
|
+8,826
|
+102%
|
|
|
23
|
RiverTree Advisors
Winter Park,
Florida
|
$750K
|
+$73.3K
|
+1,687
|
+11%
|
|
|
24
|
|
$678K
|
+$125K
|
+2,883
|
+22%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$615K
|
+$22.6K
|
+520
|
+4%
|
|
