|
1
|
Vance Wealth
Santa Clarita,
California
|
$5M
|
+$146K
|
+6,202
|
+3%
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.89M
|
+$131K
|
+5,563
|
+3%
|
|
|
3
|
|
$4.75M
|
+$101K
|
+4,277
|
+2%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3M
|
-$69.3K
|
-2,949
|
-2%
|
|
|
5
|
Anfield Capital Management
Irvine,
California
|
$1.13M
|
+$76.7K
|
+3,264
|
+7%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.08M
|
-$1.35M
|
-57,624
|
-56%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$80.5K
|
-3,426
|
-7%
|
|
|
8
|
Atomi Financial Group
New York
|
$925K
|
+$916K
|
+38,964
|
New
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$804K
|
+$45K
|
+1,913
|
+6%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$743K
|
-$130K
|
-5,544
|
-15%
|
|
|
11
|
|
$707K
|
+$94.1K
|
+4,002
|
+16%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$638K
|
+$82.5K
|
+3,511
|
+15%
|
|
|
13
|
Raymond James Trust
St. Petersburg,
Florida
|
$631K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$451K
|
+$446K
|
+18,990
|
New
|
|
|
15
|
|
$425K
|
–
|
–
|
–
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$397K
|
-$45.7K
|
-1,946
|
-10%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$274K
|
-$52K
|
-2,213
|
-16%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$260K
|
-$42.3K
|
-1,798
|
-14%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
–
|
–
|
–
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$131K
|
-$72.8K
|
-3,097
|
-36%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$82.7K
|
+$4K
|
+170
|
+5%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$37.9K
|
–
|
–
|
–
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$13.3K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$6.55K
|
-$42K
|
-1,786
|
-87%
|
|
