|
1
|
AE Wealth Management
Topeka,
Kansas
|
$29M
|
+$26.2M
|
+395,634
|
+6,294%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$27.9M
|
+$25.6M
|
+387,073
|
New
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$18M
|
+$16.5M
|
+249,873
|
New
|
|
|
4
|
Affinity Wealth Management
Wilmington,
Delaware
|
$12.8M
|
+$11.2M
|
+169,450
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$7.54M
|
+$2.55M
|
+38,507
|
+58%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$7.23M
|
+$6.64M
|
+100,340
|
New
|
|
|
7
|
WESCAP Management Group
Glendale,
California
|
$7.22M
|
-$79.5K
|
-1,202
|
-1%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.37M
|
+$4.54M
|
+68,566
|
+345%
|
|
|
9
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$6.18M
|
-$725K
|
-10,950
|
-11%
|
|
|
10
|
|
$6.03M
|
+$520K
|
+7,853
|
+10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.76M
|
-$390K
|
-5,893
|
-10%
|
|
|
12
|
Cedar Wealth Management
Walnut Creek,
California
|
$3.66M
|
+$5.43K
|
+82
|
+0.2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.33M
|
-$317K
|
-4,785
|
-9%
|
|
|
14
|
Liberty One Investment Management
Libertyville,
Illinois
|
$2.67M
|
-$184K
|
-2,780
|
-7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.65M
|
-$74.1K
|
-1,120
|
-3%
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$2.47M
|
+$75.5K
|
+1,141
|
+3%
|
|
|
17
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.46M
|
+$2.26M
|
+34,185
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.41M
|
+$492K
|
+7,441
|
+29%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.13M
|
+$943K
|
+14,257
|
+93%
|
|
|
20
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.91M
|
-$1.83M
|
-27,586
|
-51%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
-$292K
|
-4,406
|
-15%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
-$30.5K
|
-461
|
-2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
+$102K
|
+1,547
|
+8%
|
|
|
24
|
High Note Wealth
Deephaven,
Minnesota
|
$1.49M
|
+$1.36M
|
+20,621
|
New
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.35M
|
+$1.24M
|
+18,740
|
New
|
|
