|
1
|
Old Mission Capital
Chicago,
Illinois
|
$13.5M
|
+$13.8M
|
+140,210
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$2.31M
|
-23,482
|
-17%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.57M
|
+$166K
|
+1,691
|
+2%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$8.45M
|
+$703K
|
+7,152
|
+9%
|
|
|
5
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$8.22M
|
+$499K
|
+5,077
|
+6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.57M
|
+$66.8K
|
+679
|
+1%
|
|
|
7
|
|
$6.49M
|
+$1.83M
|
+18,607
|
+38%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.38M
|
+$359K
|
+3,656
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.81M
|
+$2.44M
|
+24,842
|
+168%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.13M
|
+$540K
|
+5,493
|
+20%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
+$244K
|
+2,477
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.69M
|
-$128K
|
-1,302
|
-4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.65M
|
+$550K
|
+5,594
|
+25%
|
|
|
14
|
Financial Management Network
Mission Viejo,
California
|
$2.57M
|
+$147K
|
+1,498
|
+6%
|
|
|
15
|
|
$2.39M
|
+$266K
|
+2,705
|
+12%
|
|
|
16
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.04M
|
+$112K
|
+1,139
|
+6%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.92M
|
+$174K
|
+1,770
|
+10%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.58M
|
+$82.8K
|
+842
|
+5%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$1.54M
|
+$876K
|
+8,907
|
+124%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.41M
|
-$19.2K
|
-195
|
-1%
|
|
|
21
|
FundX Investment Group
San Francisco,
California
|
$1.33M
|
-$177K
|
-1,800
|
-11%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.31M
|
+$159K
|
+1,615
|
+13%
|
|
|
23
|
Vontobel Holding
Zurich,
Switzerland
|
$1.27M
|
–
|
–
|
–
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.19M
|
+$269K
|
+2,733
|
+28%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.13M
|
+$181K
|
+1,843
|
+19%
|
|
