|
1
|
|
$13.6M
|
-$187K
|
-7,853
|
-1%
|
|
|
2
|
Vance Wealth
Santa Clarita,
California
|
$4.6M
|
-$2.53M
|
-106,083
|
-33%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.39M
|
+$712K
|
+29,917
|
+17%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.7M
|
-$5.84M
|
-245,298
|
-59%
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.25M
|
-$388K
|
-16,308
|
-14%
|
|
|
6
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.84M
|
+$17.7K
|
+742
|
+0.9%
|
|
|
7
|
Anfield Capital Management
Irvine,
California
|
$1.7M
|
-$19.4K
|
-816
|
-1%
|
|
|
8
|
Continuum Advisory
Eagle,
Idaho
|
$1.21M
|
+$16.1K
|
+675
|
+1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$983K
|
+41,269
|
+287%
|
|
|
10
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.2M
|
+$24.3K
|
+1,020
|
+2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$748K
|
+31,423
|
+177%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$909K
|
-$156K
|
-6,558
|
-13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$852K
|
-$319K
|
-13,401
|
-25%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$602K
|
+$34.9K
|
+1,467
|
+6%
|
|
|
15
|
Raymond James Trust
St. Petersburg,
Florida
|
$573K
|
–
|
–
|
–
|
|
|
16
|
|
$386K
|
-$157K
|
-6,589
|
-27%
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$323K
|
–
|
–
|
–
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$323K
|
+$7.29K
|
+306
|
+2%
|
|
|
19
|
Versant Capital Management
Phoenix,
Arizona
|
$297K
|
–
|
–
|
–
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$271K
|
-$14.6K
|
-612
|
-5%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$173K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167K
|
-$15.6K
|
-655
|
-8%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$34.4K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$30.4K
|
+$33.5K
|
+1,409
|
New
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$12.1K
|
+$13.3K
|
+560
|
New
|
|
