|
1
|
Trilogy Capital
Irvine,
California
|
$32.7M
|
+$754K
|
+13,660
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.9M
|
-$1.6M
|
-28,958
|
-6%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.68M
|
-$3.13M
|
-56,670
|
-25%
|
|
|
4
|
|
$7.76M
|
-$851K
|
-15,429
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.93M
|
+$27.4K
|
+496
|
+0.4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.41M
|
-$1.49M
|
-26,941
|
-19%
|
|
|
7
|
|
$5.27M
|
+$187K
|
+3,395
|
+4%
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.54M
|
-$700K
|
-12,691
|
-22%
|
|
|
9
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2.42M
|
-$185K
|
-3,350
|
-7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
-$4.9M
|
-88,858
|
-68%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
+$888K
|
+16,097
|
+93%
|
|
|
12
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.7M
|
+$48.6K
|
+880
|
+3%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.47M
|
+$51.4K
|
+932
|
+4%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.32M
|
-$5M
|
-90,654
|
-79%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.11M
|
-$6.13K
|
-111
|
-0.6%
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.04M
|
-$2.2M
|
-39,860
|
-68%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$902K
|
+$252K
|
+4,573
|
+40%
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$722K
|
-$89.8K
|
-1,627
|
-11%
|
|
|
20
|
Arrowroot Family Office
Marina Del Rey,
California
|
$691K
|
+$176K
|
+3,194
|
+35%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$617K
|
-$31.1K
|
-563
|
-5%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$596K
|
-$28.5K
|
-517
|
-5%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$495K
|
-$135K
|
-2,450
|
-22%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$464K
|
-$109K
|
-1,983
|
-19%
|
|
|
25
|
|
$453K
|
+$62.9K
|
+1,139
|
+16%
|
|
