|
1
|
LPL Financial
San Diego,
California
|
$40.3M
|
-$2.84M
|
-40,690
|
-7%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$22.7M
|
+$58.2M
|
+834,491
|
New
|
|
|
3
|
|
$21.6M
|
+$352K
|
+5,055
|
+2%
|
|
|
4
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$15.9M
|
-$707K
|
-10,136
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
-$373K
|
-5,348
|
-3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$7.41M
|
-$294K
|
-4,215
|
-4%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.56M
|
-$160K
|
-2,295
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.74M
|
-$464K
|
-6,660
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.63M
|
-$1.21M
|
-17,332
|
-19%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.96M
|
-$110K
|
-1,580
|
-2%
|
|
|
11
|
Theory Financial
Fort Collins,
Colorado
|
$4.81M
|
+$1M
|
+14,390
|
+31%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.45M
|
-$10.7M
|
-153,266
|
-72%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$3.7M
|
+$64.5K
|
+926
|
+2%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.68M
|
-$2.27M
|
-32,511
|
-40%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.44M
|
+$1.21M
|
+17,402
|
+61%
|
|
|
16
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.87M
|
-$124K
|
-1,778
|
-4%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$30.6K
|
+439
|
+1%
|
|
|
18
|
|
$2.82M
|
+$40.3K
|
+578
|
+2%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.64M
|
+$1.87M
|
+26,830
|
+317%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
-$1.24M
|
-17,738
|
-34%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$2.43M
|
+$21.7K
|
+312
|
+1%
|
|
|
22
|
|
$2.41M
|
+$262K
|
+3,754
|
+13%
|
|
|
23
|
Golden State Wealth Management
Santa Ana,
California
|
$1.97M
|
-$34.2K
|
-491
|
-2%
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
25
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$1.8M
|
–
|
–
|
–
|
|
