|
1
|
Connectus Wealth
Cincinnati,
Ohio
|
$28.7M
|
-$15.4M
|
-184,328
|
-34%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$11.3M
|
-$1.37M
|
-16,401
|
-10%
|
|
|
3
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$7.29M
|
-$2.93M
|
-35,045
|
-28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$1.61M
|
+19,208
|
+40%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.37M
|
+$1.44M
|
+17,176
|
+68%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
-$2.37M
|
-28,346
|
-43%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
-$3.69M
|
-44,067
|
-58%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.44M
|
+$398K
|
+4,755
|
+18%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.5M
|
+$948K
|
+11,320
|
+149%
|
|
|
10
|
Eagle Strategies
New York
|
$1.1M
|
+$1.16M
|
+13,840
|
New
|
|
|
11
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.01M
|
+$576K
|
+6,880
|
+117%
|
|
|
12
|
Independent Financial Group
San Diego,
California
|
$807K
|
+$608K
|
+7,255
|
+250%
|
|
|
13
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$794K
|
+$207K
|
+2,471
|
+33%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$788K
|
-$318K
|
-3,799
|
-28%
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$738K
|
-$15.2K
|
-181
|
-2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$717K
|
+$756K
|
+9,030
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$490K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$476K
|
-$35.4K
|
-423
|
-7%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$465K
|
+$490K
|
+5,852
|
New
|
|
|
20
|
|
$417K
|
+$440K
|
+5,251
|
New
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$399K
|
+$72.1K
|
+861
|
+21%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$274K
|
+$25.3K
|
+302
|
+10%
|
|
|
23
|
Lion Street Advisors
Austin,
Texas
|
$264K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
-$20.7K
|
-247
|
-8%
|
|
|
25
|
Ford Financial Group
Fresno,
California
|
$223K
|
+$2.68K
|
+32
|
+1%
|
|
