|
1
|
Brio Consultants
San Francisco,
California
|
$11.4M
|
+$213K
|
+1,913
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.81M
|
+$252K
|
+2,262
|
+5%
|
|
|
3
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.41M
|
+$78.8K
|
+707
|
+2%
|
|
|
4
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.45M
|
-$291K
|
-2,609
|
-7%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$3.02M
|
+$1.78M
|
+16,005
|
+175%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.92M
|
-$1.29M
|
-11,549
|
-32%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.65M
|
-$164K
|
-1,473
|
-6%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$2.53M
|
-$87.8K
|
-788
|
-4%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$2.25M
|
+$1.19M
|
+10,690
|
+133%
|
|
|
10
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.89M
|
+$8.91K
|
+80
|
+0.5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$1.39M
|
+12,444
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$1.67K
|
+15
|
+0.1%
|
|
|
13
|
Field & Main Bank
Henderson,
Kentucky
|
$1.3M
|
+$47.3K
|
+425
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$99.1K
|
+890
|
+9%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.21M
|
+$371K
|
+3,331
|
+49%
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.18M
|
+$1.09M
|
+9,795
|
New
|
|
|
17
|
|
$1.09M
|
+$181K
|
+1,628
|
+22%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
+$131K
|
+1,174
|
+16%
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.02M
|
-$6.47M
|
-58,114
|
-87%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$886K
|
-$282K
|
-2,533
|
-26%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$884K
|
-$560K
|
-5,030
|
-41%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$832K
|
-$69.5K
|
-624
|
-8%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$812K
|
+$92.5K
|
+830
|
+14%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$717K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
-$713K
|
-6,402
|
-54%
|
|
