|
1
|
Theory Financial
Fort Collins,
Colorado
|
$12.4M
|
-$1.3M
|
-26,222
|
-9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$564K
|
-11,398
|
-5%
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.94M
|
+$9.12M
|
+184,318
|
New
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$7.64M
|
+$243K
|
+4,917
|
+3%
|
|
|
5
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$6.51M
|
-$4.07M
|
-82,324
|
-38%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.03M
|
-$753K
|
-15,224
|
-11%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.9M
|
+$908K
|
+18,342
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
-$530K
|
-10,706
|
-9%
|
|
|
9
|
KWB Wealth
Redlands,
California
|
$4.19M
|
–
|
–
|
–
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$3.89M
|
-$657K
|
-13,283
|
-14%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$3.68M
|
+$873K
|
+17,645
|
+30%
|
|
|
12
|
|
$3.67M
|
+$621K
|
+12,546
|
+20%
|
|
|
13
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.78M
|
-$161K
|
-3,263
|
-8%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.74M
|
+$295K
|
+5,953
|
+20%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.65M
|
-$6.29M
|
-127,084
|
-79%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$1.44M
|
+$958K
|
+19,367
|
+187%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$1.41M
|
-$88.2K
|
-1,782
|
-6%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$1.16M
|
+$170K
|
+3,443
|
+17%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$890K
|
+$59.2K
|
+1,196
|
+7%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$790K
|
+$807K
|
+16,305
|
New
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$642K
|
-$112K
|
-2,257
|
-15%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$541K
|
-$1.34M
|
-27,033
|
-71%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$448K
|
-$58.4K
|
-1,180
|
-11%
|
|
|
24
|
Shore Point Advisors
Brielle,
New Jersey
|
$443K
|
+$11.4K
|
+231
|
+3%
|
|
|
25
|
Webster Bank
Waterbury,
Connecticut
|
$383K
|
–
|
–
|
–
|
|
