|
1
|
Brio Consultants
San Francisco,
California
|
$6.65M
|
+$1.14M
|
+14,709
|
+22%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.24M
|
-$1.08M
|
-13,875
|
-21%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.52M
|
+$3.4M
|
+43,685
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.95M
|
+$2.48M
|
+31,839
|
+676%
|
|
|
5
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.43M
|
+$395K
|
+5,075
|
+20%
|
|
|
6
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.39M
|
-$723K
|
-9,294
|
-24%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.15M
|
+$284K
|
+3,645
|
+16%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$1.85M
|
+$263K
|
+3,381
|
+17%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.79M
|
+$1.73M
|
+22,214
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.59M
|
-$1.39M
|
-17,835
|
-47%
|
|
|
11
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.53M
|
+$344K
|
+4,423
|
+31%
|
|
|
12
|
|
$1.5M
|
-$3.88M
|
-49,833
|
-73%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
-$20.7K
|
-266
|
-1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
-$109K
|
-1,402
|
-8%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.36M
|
+$619K
|
+7,955
|
+89%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$1.25M
|
+$1.2M
|
+15,464
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.17M
|
+$40.9K
|
+526
|
+4%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.14M
|
+$55.7K
|
+716
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1M
|
+$16.8K
|
+216
|
+2%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$837K
|
-$35.6K
|
-458
|
-4%
|
|
|
21
|
Field & Main Bank
Henderson,
Kentucky
|
$820K
|
+$792K
|
+10,175
|
New
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$817K
|
-$15K
|
-193
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$507K
|
-$2.65M
|
-34,014
|
-84%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$481K
|
+$465K
|
+5,975
|
New
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$436K
|
+$229K
|
+2,945
|
+119%
|
|
