|
1
|
|
$15.7M
|
+$1.72M
|
+133,549
|
+12%
|
|
|
2
|
Mission Hills Financial Advisory
San Diego,
California
|
$15.7M
|
+$650K
|
+50,612
|
+4%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$15.6M
|
+$25.1K
|
+1,955
|
+0.2%
|
|
|
4
|
GHE LLC
Memphis,
Tennessee
|
$7.99M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.31M
|
+$695K
|
+54,094
|
+10%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$6.42M
|
-$721K
|
-56,126
|
-10%
|
|
|
7
|
|
$6.07M
|
+$101K
|
+7,826
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.87M
|
+$2.01M
|
+156,439
|
+70%
|
|
|
9
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$4.74M
|
+$95K
|
+7,391
|
+2%
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$4.63M
|
+$18.5K
|
+1,443
|
+0.4%
|
|
|
11
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.87M
|
+$3.9M
|
+303,649
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.63M
|
+$199K
|
+15,494
|
+6%
|
|
|
13
|
Insigneo Advisory Services
Miami,
Florida
|
$3.2M
|
–
|
–
|
–
|
|
|
14
|
Smith Asset Management
Chiefland,
Florida
|
$2.91M
|
+$459K
|
+35,690
|
+19%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.82M
|
-$962K
|
-74,827
|
-25%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$2.35M
|
+$65.5K
|
+5,094
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.34M
|
+$282K
|
+21,975
|
+14%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
-$179K
|
-13,957
|
-8%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
+$23.7K
|
+1,842
|
+1%
|
|
|
20
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.57M
|
–
|
–
|
–
|
|
|
21
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.49M
|
+$1.5M
|
+116,913
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.39M
|
+$242K
|
+18,837
|
+21%
|
|
|
23
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.24M
|
+$1.25M
|
+97,450
|
New
|
|
|
24
|
|
$1.13M
|
+$237K
|
+18,477
|
+26%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$1.08M
|
+$371K
|
+28,888
|
+51%
|
|
