|
1
|
Wells Fargo
San Francisco,
California
|
$9.1M
|
+$3.91M
|
+325,032
|
+76%
|
|
|
2
|
Soltis Investment Advisors
St. George,
Utah
|
$2.2M
|
+$343K
|
+28,551
|
+19%
|
|
|
3
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.38M
|
+$112K
|
+9,358
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$152K
|
-12,692
|
-11%
|
|
|
5
|
ORG Partners
Roanoke,
Indiana
|
$1.23M
|
+$462K
|
+38,473
|
+61%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$725K
|
+$2.07K
|
+172
|
+0.3%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$625K
|
+$75.2K
|
+6,259
|
+14%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$589K
|
+$587K
|
+48,882
|
New
|
|
|
9
|
&Partners
Nashville,
Tennessee
|
$513K
|
-$171K
|
-14,254
|
-25%
|
|
|
10
|
|
$432K
|
-$211K
|
-17,599
|
-33%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$359K
|
+$357K
|
+29,753
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$348K
|
+$347K
|
+28,913
|
New
|
|
|
13
|
Napa Wealth Management
Napa,
California
|
$338K
|
+$337K
|
+28,043
|
New
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$299K
|
-$11.9K
|
-993
|
-4%
|
|
|
15
|
Orcam Financial Group
Encinitas,
California
|
$265K
|
–
|
–
|
–
|
|
|
16
|
Centric Wealth Management
Chicago,
Illinois
|
$257K
|
+$13.2K
|
+1,095
|
+5%
|
|
|
17
|
|
$246K
|
+$246K
|
+20,439
|
New
|
|
|
18
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$229K
|
+$228K
|
+18,987
|
New
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$221K
|
+$19.9K
|
+1,658
|
+10%
|
|
|
20
|
Advisor Resource Council
Dallas,
Texas
|
$158K
|
+$158K
|
+13,113
|
New
|
|
|
21
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$121K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$7.1K
|
+591
|
+7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$103K
|
+$66.2K
|
+5,512
|
+179%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$83K
|
–
|
–
|
–
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$65.7K
|
+$65.5K
|
+5,450
|
New
|
|
