|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$34.1M
|
-$4.5M
|
-89,240
|
-12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$28.1M
|
+$863K
|
+17,127
|
+3%
|
|
|
3
|
Portfolio Strategies
Monsey,
New York
|
$22.9M
|
-$40.1K
|
-795
|
-0.2%
|
|
|
4
|
Elevation Capital Advisory
Bend,
Oregon
|
$9.69M
|
+$9.07M
|
+179,967
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.49M
|
-$164K
|
-3,262
|
-2%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.91M
|
+$448K
|
+8,898
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.52M
|
+$2.06M
|
+40,953
|
+51%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$6.36M
|
+$5.06M
|
+100,463
|
+502%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.71M
|
+$860K
|
+17,080
|
+19%
|
|
|
10
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$5.02M
|
+$352K
|
+6,993
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.62M
|
+$935K
|
+18,559
|
+28%
|
|
|
12
|
Redwood Financial Network
Solon,
Ohio
|
$3.19M
|
-$71.8K
|
-1,425
|
-2%
|
|
|
13
|
Walker Asset Management
Verona,
Missouri
|
$2.83M
|
+$49.2K
|
+977
|
+2%
|
|
|
14
|
Wealthfront Advisers
Palo Alto,
California
|
$2.7M
|
+$285K
|
+5,665
|
+13%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.58M
|
+$691K
|
+13,713
|
+40%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.22M
|
+$504K
|
+9,995
|
+32%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.06M
|
-$37.9K
|
-753
|
-2%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$2.04M
|
+$486K
|
+9,650
|
+34%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.77M
|
-$1.18M
|
-23,502
|
-42%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$170K
|
+3,366
|
+16%
|
|
|
22
|
Synergy Financial Group
San Ramon,
California
|
$1.29M
|
+$1.21M
|
+24,059
|
New
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.13M
|
+$1.06M
|
+21,041
|
New
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$959K
|
-$49.1K
|
-974
|
-25%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$926K
|
–
|
–
|
–
|
|
