|
1
|
|
$15.5M
|
-$1.62M
|
-67,190
|
-10%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$754K
|
+31,183
|
+8%
|
|
|
3
|
Vance Wealth
Santa Clarita,
California
|
$7.75M
|
+$323K
|
+13,369
|
+4%
|
|
|
4
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.21M
|
+$9.86K
|
+408
|
+0.2%
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.92M
|
+$859K
|
+35,523
|
+42%
|
|
|
6
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.06M
|
+$38K
|
+1,574
|
+2%
|
|
|
7
|
Anfield Capital Management
Irvine,
California
|
$1.93M
|
-$81.6K
|
-3,375
|
-4%
|
|
|
8
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.37M
|
-$38.2K
|
-1,579
|
-3%
|
|
|
9
|
Continuum Advisory
Eagle,
Idaho
|
$1.34M
|
+$72.7K
|
+3,007
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
-$63.6K
|
-2,630
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.18M
|
-$261K
|
-10,815
|
-18%
|
|
|
12
|
Raymond James Trust
St. Petersburg,
Florida
|
$645K
|
-$488K
|
-20,185
|
-43%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$641K
|
-$427K
|
-17,685
|
-40%
|
|
|
14
|
|
$594K
|
+$191K
|
+7,900
|
+48%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$431K
|
+$429K
|
+17,762
|
New
|
|
|
16
|
Curi Wealth Management
Raleigh,
North Carolina
|
$410K
|
-$5.61M
|
-232,141
|
-93%
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$363K
|
-$44.8K
|
-1,853
|
-11%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$356K
|
+$48.8K
|
+2,019
|
+16%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$349K
|
-$10.5K
|
-433
|
-3%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$334K
|
–
|
–
|
–
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$319K
|
-$74.8K
|
-3,094
|
-19%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$291K
|
+$290K
|
+12,016
|
New
|
|
|
23
|
|
$286K
|
+$286K
|
+11,814
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$206K
|
-$49.5K
|
-2,049
|
-19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204K
|
+$2.01K
|
+83
|
+1%
|
|
