|
1
|
|
$2.17M
|
+$383K
|
+26,768
|
+20%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.07M
|
-$16.3K
|
-1,136
|
-0.7%
|
|
|
3
|
Alpha Cubed Investments
Irvine,
California
|
$2.03M
|
+$2.14M
|
+149,499
|
New
|
|
|
4
|
Meixler Investment Management
Show Low,
Arizona
|
$1.84M
|
-$289K
|
-20,175
|
-13%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.6M
|
-$370K
|
-25,823
|
-18%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.44M
|
+$63.4K
|
+4,430
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.3M
|
-$372K
|
-26,000
|
-21%
|
|
|
8
|
1776 Wealth
Atlanta,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$902K
|
–
|
–
|
–
|
|
|
10
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$707K
|
+$9.3K
|
+650
|
+1%
|
|
|
11
|
Bartlett & Co
Cincinnati,
Ohio
|
$707K
|
+$9.3K
|
+650
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$538K
|
+$7.23K
|
+505
|
+1%
|
|
|
13
|
Family Management
New York
|
$447K
|
+$76.7K
|
+5,360
|
+19%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$366K
|
+$19.8K
|
+1,383
|
+5%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$364K
|
-$14
|
-1
|
-0%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$355K
|
+$76.6K
|
+5,353
|
+26%
|
|
|
17
|
Bank of New York Mellon
New York
|
$317K
|
+$4.28K
|
+299
|
+1%
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$287K
|
+$302K
|
+21,083
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$284K
|
-$130K
|
-9,103
|
-30%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$278K
|
+$7.31K
|
+511
|
+3%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$262K
|
+$104K
|
+7,242
|
+60%
|
|
|
22
|
MAS Advisors
Miami,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
23
|
Meridian Wealth Management
Lexington,
Kentucky
|
$194K
|
–
|
–
|
–
|
|
|
24
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$193K
|
+$2.03K
|
+142
|
+1%
|
|
|
25
|
ICA Group Wealth Management
Denver,
Colorado
|
$185K
|
+$203K
|
+14,200
|
New
|
|
