|
1
|
|
$55.9M
|
+$2.25M
|
+91,620
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$438K
|
+17,826
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$247K
|
+10,054
|
+2%
|
|
|
4
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$13.1M
|
+$463K
|
+18,827
|
+3%
|
|
|
5
|
Wright Wealth
Atlanta,
Georgia
|
$7.14M
|
+$325K
|
+13,243
|
+4%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$5.65M
|
-$164K
|
-6,677
|
-3%
|
|
|
7
|
Team Financial Group
Temecula,
California
|
$2.95M
|
+$127K
|
+5,153
|
+4%
|
|
|
8
|
Wayfinding Financial
Lynnwood,
Washington
|
$2.76M
|
+$323K
|
+13,130
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.46M
|
-$2.81M
|
-114,530
|
-51%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.98M
|
+$397K
|
+16,145
|
+23%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$1.72M
|
-$347K
|
-14,108
|
-16%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.63M
|
+$427K
|
+17,365
|
+32%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
-$757K
|
-30,813
|
-35%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.19M
|
+$245K
|
+9,954
|
+23%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M
|
+$406K
|
+16,518
|
+49%
|
|
|
16
|
&Partners
Nashville,
Tennessee
|
$955K
|
+$61.9K
|
+2,520
|
+6%
|
|
|
17
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$918K
|
-$11.6K
|
-471
|
-1%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$871K
|
+$155K
|
+6,306
|
+20%
|
|
|
19
|
OneAscent Financial Services
Birmingham,
Alabama
|
$857K
|
+$5.14K
|
+209
|
+0.6%
|
|
|
20
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$771K
|
+$14K
|
+568
|
+2%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$683K
|
–
|
–
|
–
|
|
|
22
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$682K
|
-$5.28K
|
-215
|
-0.7%
|
|
|
23
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$649K
|
-$462K
|
-18,804
|
-40%
|
|
|
24
|
WealthBridge Capital Management
Westerville,
Ohio
|
$522K
|
+$566K
|
+23,026
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$490K
|
-$395K
|
-16,076
|
-43%
|
|
