|
1
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$12.7M
|
+$862K
|
+44,460
|
+8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$194K
|
+10,022
|
+2%
|
|
|
3
|
|
$11.1M
|
+$618K
|
+31,862
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.36M
|
-$321K
|
-16,532
|
-3%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$8.31M
|
+$3.04M
|
+156,573
|
+60%
|
|
|
6
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.74M
|
+$12.9K
|
+665
|
+0.5%
|
|
|
7
|
Team Financial Group
Temecula,
California
|
$2.25M
|
+$175K
|
+9,031
|
+9%
|
|
|
8
|
Wayfinding Financial
Lynnwood,
Washington
|
$2.22M
|
-$65K
|
-3,349
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.1M
|
-$193K
|
-9,941
|
-9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
-$127K
|
-6,551
|
-6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
+$206K
|
+10,640
|
+20%
|
|
|
12
|
Armis Advisers
Atlanta,
Georgia
|
$1.05M
|
-$231K
|
-11,925
|
-18%
|
|
|
13
|
Future You Wealth
New York
|
$983K
|
+$959K
|
+49,468
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$971K
|
+$946K
|
+48,784
|
New
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$816K
|
+$42.7K
|
+2,203
|
+6%
|
|
|
16
|
OneAscent Financial Services
Birmingham,
Alabama
|
$699K
|
-$11.7K
|
-604
|
-2%
|
|
|
17
|
&Partners
Nashville,
Tennessee
|
$688K
|
+$87.7K
|
+4,521
|
+15%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$643K
|
-$9.78M
|
-504,195
|
-94%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$528K
|
+$20.5K
|
+1,059
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$486K
|
-$399K
|
-20,562
|
-46%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$444K
|
+$72.7K
|
+3,748
|
+20%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$427K
|
+$208K
|
+10,712
|
+100%
|
|
|
23
|
Fortress Financial Group
Rochester,
Minnesota
|
$418K
|
-$225K
|
-11,587
|
-35%
|
|
|
24
|
|
$405K
|
–
|
–
|
–
|
|
|
25
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$402K
|
–
|
–
|
–
|
|
