|
1
|
Vance Wealth
Santa Clarita,
California
|
$5.1M
|
-$203K
|
-9,019
|
-4%
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.95M
|
-$69.5K
|
-3,089
|
-2%
|
|
|
3
|
|
$4.89M
|
-$9.8M
|
-435,305
|
-69%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.23M
|
+$570K
|
+25,339
|
+24%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.58M
|
-$1.54M
|
-68,340
|
-40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$94.3K
|
+4,188
|
+10%
|
|
|
7
|
Anfield Capital Management
Irvine,
California
|
$1.11M
|
-$778K
|
-34,544
|
-44%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$930K
|
-$1.09M
|
-48,305
|
-56%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$798K
|
+$90.9K
|
+4,038
|
+14%
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$664K
|
–
|
–
|
–
|
|
|
11
|
|
$644K
|
+$580K
|
+25,774
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$584K
|
-$726K
|
-32,272
|
-58%
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$466K
|
+$82.7K
|
+3,676
|
+25%
|
|
|
14
|
|
$447K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$373K
|
-$553K
|
-24,585
|
-62%
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$344K
|
–
|
–
|
–
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$318K
|
-$50.8K
|
-2,255
|
-15%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$217K
|
-$1.06M
|
-47,216
|
-84%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142K
|
-$47.2K
|
-2,095
|
-27%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$84K
|
+$75.7K
|
+3,363
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$51.5K
|
+$14.7K
|
+653
|
+46%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$39.8K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$35.6K
|
+$32.1K
|
+1,424
|
New
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$14K
|
–
|
–
|
–
|
|
