|
1
|
TMD Wealth Management
Scottsdale,
Arizona
|
$7.5M
|
-$126K
|
-4,739
|
-2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.02M
|
+$2.6M
|
+98,153
|
+81%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.04M
|
+$911K
|
+34,400
|
+45%
|
|
|
4
|
Curi Wealth Management
Raleigh,
North Carolina
|
$2.94M
|
+$2.83M
|
+106,990
|
New
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.87M
|
+$1.15M
|
+43,411
|
+175%
|
|
|
6
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
7
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.45M
|
+$1.4M
|
+52,812
|
New
|
|
|
8
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.43M
|
+$1.37M
|
+51,685
|
+12,921%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$624K
|
+23,548
|
+92%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$1.08M
|
+$84.9K
|
+3,205
|
+9%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$668K
|
+$43.7K
|
+1,648
|
+7%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$504K
|
+$486K
|
+18,327
|
New
|
|
|
13
|
TrinityPoint Wealth
Milford,
Connecticut
|
$332K
|
+$320K
|
+12,082
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$256K
|
+$5.54K
|
+209
|
+2%
|
|
|
15
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$253K
|
–
|
–
|
–
|
|
|
16
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$231K
|
-$42.4K
|
-1,600
|
-16%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$223K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$103K
|
–
|
–
|
–
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$81K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
+$12K
|
+452
|
+80%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23K
|
+$21.7K
|
+820
|
New
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$3K
|
-$2.65K
|
-100
|
-50%
|
|
|
23
|
|
–
|
-$400K
|
-15,382
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$167K
|
-6,440
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$18K
|
-700
|
Closed
|
|
