|
1
|
Altman Advisors
Chicago,
Illinois
|
$11.9M
|
+$7.85M
|
+170,149
|
+215%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.57M
|
+$454K
|
+9,838
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.68M
|
-$477K
|
-10,333
|
-7%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$5.4M
|
+$1.24M
|
+26,935
|
+31%
|
|
|
5
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.27M
|
+$5.11M
|
+110,677
|
New
|
|
|
6
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.19M
|
+$2.13M
|
+46,102
|
New
|
|
|
7
|
Newport Wealth Strategies
Irvine,
California
|
$2.19M
|
–
|
–
|
–
|
|
|
8
|
Venturi Wealth Management
Austin,
Texas
|
$2.01M
|
+$118K
|
+2,567
|
+6%
|
|
|
9
|
Integrated Advisors Network
Dallas,
Texas
|
$1.99M
|
-$9.78K
|
-212
|
-0.5%
|
|
|
10
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.77M
|
-$120K
|
-2,598
|
-7%
|
|
|
11
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.66M
|
+$67.3K
|
+1,458
|
+4%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$1.57M
|
-$113K
|
-2,456
|
-7%
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.33M
|
-$162K
|
-3,503
|
-11%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$757K
|
–
|
–
|
–
|
|
|
15
|
SG Americas Securities
New York
|
$412K
|
+$399K
|
+8,653
|
New
|
|
|
16
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$294K
|
+$26.9K
|
+584
|
+10%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$238K
|
+$234K
|
+5,068
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$117K
|
–
|
–
|
–
|
|
|
19
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Hudock Inc
Williamsport,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$3.27K
|
+71
|
+31%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$338K
|
-7,813
|
Closed
|
|
|
24
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$63K
|
-1,448
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$4K
|
-103
|
Closed
|
|
