|
1
|
LPL Financial
San Diego,
California
|
$5M
|
-$16.8M
|
-373,392
|
-74%
|
|
|
2
|
Napa Wealth Management
Napa,
California
|
$2.58M
|
+$3.04M
|
+67,722
|
New
|
|
|
3
|
Equitable Holdings
New York
|
$2.37M
|
-$314
|
-7
|
-0%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
+$741K
|
+16,520
|
+40%
|
|
|
5
|
NIA Impact Advisors
Berkeley,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
+$290K
|
+6,465
|
+21%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
+$836K
|
+18,632
|
+101%
|
|
|
8
|
Fifth Third Securities
Cincinnati,
Ohio
|
$981K
|
+$1.16M
|
+25,764
|
New
|
|
|
9
|
Principal Securities
Des Moines,
Iowa
|
$831K
|
-$118K
|
-2,627
|
-11%
|
|
|
10
|
|
$758K
|
+$893K
|
+19,903
|
New
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$736K
|
-$449
|
-10
|
-0.1%
|
|
|
12
|
SeaCrest Wealth Management
Purchase,
New York
|
$610K
|
+$271K
|
+6,036
|
+61%
|
|
|
13
|
Centric Wealth Management
Chicago,
Illinois
|
$557K
|
-$88.2K
|
-1,965
|
-12%
|
|
|
14
|
Western Wealth Management
Golden,
Colorado
|
$517K
|
-$105K
|
-2,337
|
-15%
|
|
|
15
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$359K
|
+$55.5K
|
+1,236
|
+15%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$333K
|
+$28.9K
|
+644
|
+8%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$332K
|
-$4.67K
|
-104
|
-1%
|
|
|
18
|
Caprock Group
Boise,
Idaho
|
$286K
|
–
|
–
|
–
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$260K
|
+$8.17K
|
+182
|
+3%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$257K
|
-$24.9K
|
-555
|
-8%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$135K
|
+$160K
|
+3,555
|
New
|
|
|
22
|
|
$84.1K
|
+$99.2K
|
+2,210
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$7.81K
|
+174
|
New
|
|
|
24
|
|
$5.25K
|
+$6.19K
|
+138
|
New
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.78K
|
+$3.28K
|
+73
|
New
|
|
