|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$1.05M
|
+30,425
|
+8%
|
|
|
2
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$9.26M
|
+$1.43M
|
+41,365
|
+19%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$4.03M
|
-$90.1K
|
-2,610
|
-2%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.25M
|
+$3.13M
|
+90,667
|
New
|
|
|
5
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.68M
|
+$2.58M
|
+74,738
|
New
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.05M
|
-$71.8K
|
-2,079
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
+$1.28M
|
+36,964
|
+396%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$1.65M
|
-$317K
|
-9,197
|
-17%
|
|
|
9
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.16M
|
+$92.8K
|
+2,690
|
+9%
|
|
|
10
|
OxenFree Capital
Satellite Beach,
Florida
|
$827K
|
+$796K
|
+23,053
|
New
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$618K
|
+$595K
|
+17,245
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$368K
|
–
|
–
|
–
|
|
|
13
|
Aire Advisors
Beverly Hills,
California
|
$310K
|
+$298K
|
+8,627
|
New
|
|
|
14
|
Weaver Consulting Group
Huntington Beach,
California
|
$237K
|
+$228K
|
+6,600
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$226K
|
-$196K
|
-5,686
|
-47%
|
|
|
16
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$113K
|
+$34.2K
|
+990
|
+46%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$65.1K
|
+$62.6K
|
+1,815
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$14.7K
|
+$11.4K
|
+329
|
+411%
|
|
|
19
|
|
$3.23K
|
+$3.11K
|
+90
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$611K
|
-17,478
|
Closed
|
|
