|
1
|
Vance Wealth
Santa Clarita,
California
|
$9.55M
|
-$621K
|
-23,504
|
-5%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.89M
|
+$522K
|
+19,763
|
+5%
|
|
|
3
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$8.29M
|
-$82.2K
|
-3,109
|
-0.9%
|
|
|
4
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.92M
|
+$362K
|
+13,694
|
+7%
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.43M
|
-$155K
|
-5,876
|
-3%
|
|
|
6
|
TrinityPoint Wealth
Milford,
Connecticut
|
$4.43M
|
-$92.6K
|
-3,505
|
-2%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.33M
|
-$858K
|
-32,459
|
-15%
|
|
|
8
|
Anfield Capital Management
Irvine,
California
|
$1.75M
|
-$7.19K
|
-272
|
-0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.56M
|
-$47.9K
|
-1,812
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
+$474K
|
+17,950
|
+50%
|
|
|
11
|
|
$1.25M
|
-$1.42M
|
-53,738
|
-50%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.13M
|
-$50K
|
-1,892
|
-4%
|
|
|
13
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.09M
|
–
|
–
|
–
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$1.05M
|
+$33.2K
|
+1,257
|
+3%
|
|
|
15
|
|
$820K
|
+$505K
|
+19,097
|
+118%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$433K
|
+$493K
|
+18,656
|
New
|
|
|
17
|
|
$400K
|
–
|
–
|
–
|
|
|
18
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$393K
|
-$24.6K
|
-929
|
-5%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$387K
|
+$176K
|
+6,646
|
+67%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$347K
|
+$55.7K
|
+2,108
|
+16%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$319K
|
+$1.53K
|
+58
|
+0.4%
|
|
|
22
|
Prairiewood Capital
Fargo,
North Dakota
|
$317K
|
+$361K
|
+13,647
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$267K
|
+$152K
|
+5,745
|
+100%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$251K
|
+$3.01K
|
+114
|
+1%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$239K
|
-$468K
|
-17,725
|
-63%
|
|
