|
1
|
Libra Wealth
Los Gatos,
California
|
$157M
|
+$158K
|
+1,463
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$5.78M
|
+53,416
|
+113%
|
|
|
3
|
McNaughton Wealth Management
San Diego,
California
|
$7.27M
|
+$53.6K
|
+496
|
+0.7%
|
|
|
4
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.06M
|
+$146K
|
+1,350
|
+2%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$4.75M
|
+$1.15M
|
+10,604
|
+32%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
-$65.1K
|
-602
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
-$1.01M
|
-9,351
|
-21%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$3.37M
|
-$4.22K
|
-39
|
-0.1%
|
|
|
9
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$2.93M
|
+$2.95M
|
+27,236
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.75M
|
-$305K
|
-2,818
|
-10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.71M
|
+$631K
|
+5,834
|
+30%
|
|
|
12
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.38M
|
-$47.6K
|
-440
|
-2%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.25M
|
+$52.1K
|
+482
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
-$1.22M
|
-11,265
|
-38%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$1.9M
|
-$696K
|
-6,434
|
-27%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.78M
|
-$367K
|
-3,392
|
-17%
|
|
|
17
|
Equitable Holdings
New York
|
$1.61M
|
-$95.6K
|
-884
|
-6%
|
|
|
18
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.35M
|
+$670K
|
+6,193
|
+98%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.13M
|
+$892K
|
+8,248
|
+362%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$1.02M
|
+$79.3K
|
+733
|
+8%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1M
|
+$15.3K
|
+141
|
+2%
|
|
|
22
|
|
$998K
|
+$165K
|
+1,523
|
+20%
|
|
|
23
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$958K
|
+$110K
|
+1,017
|
+13%
|
|
|
24
|
Insight Advisors
Newtown,
Pennsylvania
|
$927K
|
-$11.2K
|
-104
|
-1%
|
|
|
25
|
Berkeley Inc
Boise,
Idaho
|
$911K
|
+$2.92K
|
+27
|
+0.3%
|
|
