|
1
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$4.76M
|
+400,678
|
+49%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.56M
|
+$6.45M
|
+543,610
|
+570%
|
|
|
3
|
Soltis Investment Advisors
St. George,
Utah
|
$2.51M
|
-$14.6K
|
-1,233
|
-0.6%
|
|
|
4
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.93M
|
+$146K
|
+12,270
|
+8%
|
|
|
5
|
Philip James Wealth Mangement
Milton,
Georgia
|
$1.92M
|
+$1.93M
|
+162,436
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$413K
|
-34,778
|
-28%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.02M
|
+$71.3K
|
+6,006
|
+8%
|
|
|
8
|
ORG Partners
Roanoke,
Indiana
|
$970K
|
-$372K
|
-31,321
|
-28%
|
|
|
9
|
Citizens Financial Group
Providence,
Rhode Island
|
$944K
|
+$2.81K
|
+237
|
+0.3%
|
|
|
10
|
|
$823K
|
+$412K
|
+34,700
|
+100%
|
|
|
11
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$575K
|
-$292K
|
-24,560
|
-34%
|
|
|
12
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$418K
|
+$419K
|
+35,314
|
New
|
|
|
13
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$398K
|
+$78.5K
|
+6,613
|
+24%
|
|
|
14
|
Centric Wealth Management
Chicago,
Illinois
|
$339K
|
+$18.7K
|
+1,578
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$285K
|
-$35.1K
|
-2,957
|
-11%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$270K
|
+$143K
|
+12,050
|
+112%
|
|
|
17
|
Orcam Financial Group
Encinitas,
California
|
$260K
|
–
|
–
|
–
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$244K
|
+$87.9K
|
+7,404
|
+56%
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$232K
|
+$2.91K
|
+245
|
+1%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$227K
|
-$683K
|
-57,562
|
-75%
|
|
|
21
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$215K
|
–
|
–
|
–
|
|
|
22
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$204K
|
+$736
|
+62
|
+0.4%
|
|
|
23
|
L.K. Benson & Company
Baltimore,
Maryland
|
$171K
|
+$171K
|
+14,435
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$131K
|
-$322K
|
-27,131
|
-71%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.5K
|
+$2.64K
|
+222
|
+3%
|
|
