|
1
|
|
$25.1M
|
-$2.47M
|
-45,221
|
-8%
|
|
|
2
|
Flaharty Asset Management
Clearwater,
Florida
|
$20M
|
+$2.38M
|
+43,489
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$4.76M
|
-87,015
|
-24%
|
|
|
4
|
Atria Wealth Solutions
New York
|
$7.61M
|
+$541K
|
+9,904
|
+7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.28M
|
-$2.18M
|
-39,821
|
-22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.25M
|
-$469K
|
-8,588
|
-6%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.22M
|
+$549K
|
+10,054
|
+9%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.78M
|
+$5.2M
|
+95,129
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.61M
|
+$310K
|
+5,680
|
+7%
|
|
|
10
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$4.57M
|
-$199K
|
-3,646
|
-4%
|
|
|
11
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.44M
|
-$108K
|
-1,968
|
-2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.42M
|
-$133K
|
-2,435
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.37M
|
-$1.01M
|
-18,568
|
-28%
|
|
|
14
|
Liberty One Investment Management
Libertyville,
Illinois
|
$2.08M
|
-$45.6K
|
-835
|
-2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.96M
|
-$3.21M
|
-58,705
|
-60%
|
|
|
16
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.86M
|
+$110K
|
+2,005
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.78M
|
+$77.7K
|
+1,422
|
+4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.84M
|
+33,721
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1.49M
|
+$1.62M
|
+29,725
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.29M
|
+$23.2K
|
+425
|
+2%
|
|
|
21
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.25M
|
+$135K
|
+2,467
|
+11%
|
|
|
22
|
Stelac Advisory Services
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$148K
|
-2,700
|
-11%
|
|
|
24
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.03M
|
+$20.8K
|
+380
|
+2%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.01M
|
-$127K
|
-2,325
|
-10%
|
|
