|
1
|
Arax Advisory Partners
Denver,
Colorado
|
$11.3M
|
+$7.17M
|
+252,184
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.6M
|
+$310K
|
+10,890
|
+7%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.92M
|
+$978K
|
+34,382
|
+53%
|
|
|
4
|
PMG Family Office
Plano,
Texas
|
$2.77M
|
+$2.69M
|
+94,512
|
New
|
|
|
5
|
Compass Financial Services
West Des Moines,
Iowa
|
$2.5M
|
-$129K
|
-4,540
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
-$237K
|
-8,325
|
-10%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$814K
|
+$151K
|
+5,322
|
+23%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$637K
|
+$7K
|
+246
|
+1%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$551K
|
+$35.8K
|
+1,260
|
+7%
|
|
|
10
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$525K
|
–
|
–
|
–
|
|
|
11
|
Triumph Capital Management
Denver,
Colorado
|
$478K
|
+$20.6K
|
+723
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
+$4.18K
|
+147
|
+0.9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$439K
|
+$123K
|
+4,322
|
+41%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$418K
|
+$406K
|
+14,273
|
New
|
|
|
15
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$326K
|
+$316K
|
+11,109
|
New
|
|
|
16
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$302K
|
+$14.4K
|
+507
|
+5%
|
|
|
18
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$280K
|
+$271K
|
+9,540
|
New
|
|
|
19
|
SBI Securities
Tokyo,
Japan
|
$277K
|
-$8.56K
|
-301
|
-3%
|
|
|
20
|
International Assets Investment Management
Orlando,
Florida
|
$213K
|
–
|
–
|
–
|
|
|
21
|
Solutions 4 Wealth
Southlake,
Texas
|
$203K
|
+$197K
|
+6,916
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$146K
|
-$11K
|
-386
|
-7%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$30.1K
|
+$29.2K
|
+1,025
|
New
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$26.4K
|
+$11.4K
|
+400
|
+80%
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$25.3K
|
-$4.1K
|
-144
|
-14%
|
|
