|
1
|
SimpliFi Inc
San Diego,
California
|
$6.41M
|
+$5.84M
|
+465,939
|
+1,416%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$147K
|
+11,697
|
+6%
|
|
|
3
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.53M
|
-$10.5K
|
-842
|
-0.7%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$808K
|
+$1.25K
|
+100
|
+0.2%
|
|
|
5
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$606K
|
+$25.9K
|
+2,068
|
+5%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$514K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$514K
|
+$56.6K
|
+4,517
|
+13%
|
|
|
8
|
RHS Financial
San Francisco,
California
|
$378K
|
-$80K
|
-6,383
|
-18%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$359K
|
+$8.81K
|
+703
|
+3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$222K
|
+$217K
|
+17,302
|
New
|
|
|
11
|
|
$187K
|
+$182K
|
+14,505
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$178K
|
-$50.3K
|
-4,014
|
-23%
|
|
|
13
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$150K
|
+$146K
|
+11,661
|
New
|
|
|
14
|
Intrua Financial
Houston,
Texas
|
$131K
|
–
|
–
|
–
|
|
|
15
|
Insight Advisors
Newtown,
Pennsylvania
|
$129K
|
–
|
–
|
–
|
|
|
16
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$61.1K
|
–
|
–
|
–
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.2K
|
+$10K
|
+800
|
New
|
|
|
18
|
|
$24
|
-$13
|
-1
|
-50%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$17
|
–
|
–
|
–
|
|
|
20
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
–
|
-$366K
|
-29,261
|
Closed
|
|
|
21
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$228K
|
-18,210
|
Closed
|
|
|
22
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$83.1K
|
-6,646
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$14K
|
-1,140
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.29K
|
-583
|
Closed
|
|
|
25
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$6K
|
-500
|
Closed
|
|
