|
1
|
Brio Consultants
San Francisco,
California
|
$6.87M
|
+$187K
|
+2,268
|
+3%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.28M
|
+$2.51M
|
+30,543
|
+137%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
-$1.12M
|
-13,548
|
-26%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$2.72M
|
+$1.5M
|
+18,264
|
+118%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.13M
|
-$1.44M
|
-17,449
|
-40%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$1.92M
|
+$64K
|
+778
|
+3%
|
|
|
7
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.61M
|
+$99.9K
|
+1,214
|
+7%
|
|
|
8
|
|
$1.51M
|
–
|
–
|
–
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$1.34M
|
+$165K
|
+2,004
|
+14%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$881K
|
-$588K
|
-7,142
|
-40%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$872K
|
-$738K
|
-8,971
|
-45%
|
|
|
12
|
Field & Main Bank
Henderson,
Kentucky
|
$843K
|
+$18.9K
|
+230
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$830K
|
-$180K
|
-2,183
|
-18%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$800K
|
-$2.2M
|
-26,684
|
-73%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$726K
|
-$430K
|
-5,227
|
-37%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$659K
|
-$739K
|
-8,978
|
-52%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$548K
|
+$39.1K
|
+475
|
+8%
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$484K
|
–
|
–
|
–
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$445K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$375K
|
+$57.1K
|
+694
|
+18%
|
|
|
21
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$344K
|
+$136K
|
+1,652
|
+64%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$339K
|
-$101K
|
-1,228
|
-23%
|
|
|
23
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$327K
|
+$332K
|
+4,038
|
New
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$297K
|
-$9.13K
|
-111
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$294K
|
-$56.9K
|
-691
|
-16%
|
|
