|
1
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$19.8M
|
-$4.89M
|
-113,431
|
-18%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.37M
|
+$194K
|
+4,495
|
+2%
|
|
|
3
|
|
$8.29M
|
+$801K
|
+18,589
|
+10%
|
|
|
4
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$8.13M
|
+$1.25M
|
+28,895
|
+20%
|
|
|
5
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$7.98M
|
+$2.33M
|
+54,184
|
+37%
|
|
|
6
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.52M
|
-$7.09M
|
-164,567
|
-50%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.03M
|
-$12.5M
|
-289,988
|
-74%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.89M
|
+$2.13M
|
+49,515
|
+210%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
-$1.86M
|
-43,137
|
-55%
|
|
|
10
|
|
$1.17M
|
+$1.28M
|
+29,625
|
New
|
|
|
11
|
|
$1.09M
|
+$688K
|
+15,960
|
+137%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$991K
|
-$1.46M
|
-33,932
|
-58%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$966K
|
-$189K
|
-4,375
|
-15%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$742K
|
+$810K
|
+18,788
|
New
|
|
|
15
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$660K
|
-$1.97M
|
-45,793
|
-73%
|
|
|
16
|
Executive Wealth Management
Brighton,
Michigan
|
$632K
|
+$4.18K
|
+97
|
+0.6%
|
|
|
17
|
J.W. Cole Advisors
Tampa,
Florida
|
$606K
|
+$282K
|
+6,552
|
+75%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$545K
|
-$1.25M
|
-29,090
|
-68%
|
|
|
19
|
Dentgroup
Baton Rouge,
Louisiana
|
$336K
|
+$367K
|
+8,506
|
New
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$334K
|
+$364K
|
+8,450
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
22
|
Drive Wealth Management
Lehi,
Utah
|
$222K
|
+$242K
|
+5,627
|
New
|
|
|
23
|
Clear Creek Financial Management
Silverdale,
Washington
|
$211K
|
-$342K
|
-7,926
|
-60%
|
|
|
24
|
Scotia Capital
Toronto,
Ontario, Canada
|
$119K
|
+$8.06K
|
+187
|
+7%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$115K
|
+$10.4K
|
+242
|
+9%
|
|
