|
1
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$2.03M
|
+78,436
|
+14%
|
|
|
2
|
|
$15.9M
|
+$13.4M
|
+515,772
|
+590%
|
|
|
3
|
Cedar Wealth Management
Walnut Creek,
California
|
$12.2M
|
+$4.44M
|
+171,332
|
+59%
|
|
|
4
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.59M
|
-$848K
|
-32,760
|
-8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.62M
|
+$259K
|
+10,005
|
+6%
|
|
|
6
|
Equitable Holdings
New York
|
$4.21M
|
+$643K
|
+24,829
|
+18%
|
|
|
7
|
Opes Wealth Management
Menlo Park,
California
|
$4.2M
|
-$26.1K
|
-1,009
|
-0.6%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$3.72M
|
+$698K
|
+26,948
|
+24%
|
|
|
9
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.33M
|
+$3.27M
|
+126,166
|
New
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.43M
|
+$403K
|
+15,575
|
+20%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$2.39M
|
–
|
–
|
–
|
|
|
12
|
|
$1.55M
|
+$1.52M
|
+58,708
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.24M
|
+$1.21M
|
+46,755
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$971K
|
-$770K
|
-29,735
|
-45%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$833K
|
-$9.19K
|
-355
|
-1%
|
|
|
16
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$759K
|
-$563K
|
-21,754
|
-43%
|
|
|
17
|
|
$631K
|
+$206K
|
+7,973
|
+50%
|
|
|
18
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$624K
|
+$88.8K
|
+3,428
|
+17%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$609K
|
-$65.4K
|
-2,525
|
-10%
|
|
|
20
|
WT Wealth Management
Scottsdale,
Arizona
|
$595K
|
+$22.9K
|
+886
|
+4%
|
|
|
21
|
LifePro Asset Management
San Diego,
California
|
$562K
|
–
|
–
|
–
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$558K
|
+$67.6K
|
+2,609
|
+14%
|
|
|
23
|
True Wealth Design
Akron,
Ohio
|
$539K
|
-$8.49K
|
-328
|
-2%
|
|
|
24
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$512K
|
-$42.6K
|
-1,643
|
-8%
|
|
|
25
|
Meridian Financial
Holliston,
Massachusetts
|
$426K
|
+$18K
|
+695
|
+5%
|
|
