|
1
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$22.3M
|
+$8.76M
|
+83,173
|
+61%
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.37M
|
+$7.66M
|
+72,777
|
New
|
|
|
3
|
|
$2.91M
|
+$2.98M
|
+28,271
|
+6,780%
|
|
|
4
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.27M
|
+$1.1M
|
+10,464
|
+87%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.96M
|
+$78.4K
|
+745
|
+4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$217K
|
+2,062
|
+17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$267K
|
+2,537
|
+33%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$729K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$536K
|
-$189K
|
-1,794
|
-25%
|
|
|
10
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$415K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$404K
|
+$209K
|
+1,986
|
+99%
|
|
|
12
|
Long Island Wealth Management
Melville,
New York
|
$362K
|
-$182K
|
-1,730
|
-33%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$322K
|
+$180K
|
+1,712
|
+116%
|
|
|
14
|
&Partners
Nashville,
Tennessee
|
$303K
|
+$1.16K
|
+11
|
+0.4%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$276K
|
+$1.05K
|
+10
|
+0.4%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$242K
|
+$9.47K
|
+90
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
18
|
|
$227K
|
+$3.37K
|
+32
|
+1%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.6K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2K
|
+$20K
|
+190
|
New
|
|
|
21
|
|
$11.8K
|
+$105
|
+1
|
+0.9%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$9.39K
|
+$2.63K
|
+25
|
+37%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$5.07K
|
+$5.26K
|
+50
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.05K
|
+10
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$810
|
+$842
|
+8
|
New
|
|
