|
1
|
Trilogy Capital
Irvine,
California
|
$38.8M
|
+$2.33M
|
+38,536
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$546K
|
+9,035
|
+2%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$60.8K
|
+1,006
|
+0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.97M
|
-$616K
|
-10,186
|
-9%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.56M
|
-$873K
|
-14,441
|
-13%
|
|
|
6
|
|
$4.85M
|
-$3.25M
|
-53,733
|
-42%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.19M
|
+$76.1K
|
+1,259
|
+3%
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.96M
|
+$2.73M
|
+45,142
|
New
|
|
|
9
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2.7M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
-$484K
|
-8,012
|
-19%
|
|
|
11
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.13M
|
+$1.97M
|
+32,592
|
New
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
13
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.54M
|
-$277K
|
-4,579
|
-16%
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.26M
|
+$119K
|
+1,965
|
+11%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
+$129K
|
+2,131
|
+14%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.02M
|
+$524K
|
+8,673
|
+126%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$990K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$832K
|
+$487K
|
+8,048
|
+173%
|
|
|
19
|
Southland Equity Partners
Wildwood,
Missouri
|
$811K
|
+$283K
|
+4,681
|
+61%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$736K
|
+$275K
|
+4,544
|
+68%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$719K
|
+$236K
|
+3,909
|
+55%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$718K
|
-$42.7K
|
-706
|
-6%
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$614K
|
-$139K
|
-2,297
|
-20%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$594K
|
-$63.8K
|
-1,056
|
-10%
|
|
|
25
|
Intelligence Driven Advisers
Carlsbad,
California
|
$518K
|
-$772K
|
-12,762
|
-63%
|
|
