|
1
|
LPL Financial
San Diego,
California
|
$8.33M
|
-$221K
|
-2,280
|
-3%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.96M
|
+$682K
|
+7,023
|
+21%
|
|
|
3
|
|
$3.85M
|
-$4.71M
|
-48,537
|
-56%
|
|
|
4
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.23M
|
+$664K
|
+6,842
|
+44%
|
|
|
5
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.64M
|
+$169K
|
+1,736
|
+12%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.6M
|
+$1.56M
|
+16,092
|
New
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.19M
|
-$16.3K
|
-168
|
-1%
|
|
|
8
|
Financial Enhancement Group
Anderson,
Indiana
|
$696K
|
+$4.46K
|
+46
|
+0.7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$614K
|
-$971
|
-10
|
-0.2%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$608K
|
+$594K
|
+6,115
|
New
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$595K
|
+$581K
|
+5,982
|
New
|
|
|
12
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$401K
|
–
|
–
|
–
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$378K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$302K
|
+$261K
|
+2,693
|
+781%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$294K
|
+$287K
|
+2,956
|
New
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$286K
|
-$420K
|
-4,323
|
-60%
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$282K
|
-$1.94M
|
-19,962
|
-88%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$263K
|
+$256K
|
+2,641
|
New
|
|
|
19
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$219K
|
+$214K
|
+2,207
|
New
|
|
|
21
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$209K
|
+$204K
|
+2,098
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$47.1K
|
+$485
|
+5
|
+1%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$9.94K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$5.53K
|
–
|
–
|
–
|
|
