|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$41.7M
|
+$5.81M
|
+107,287
|
+17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$30.5M
|
+$1.11M
|
+20,420
|
+4%
|
|
|
3
|
Portfolio Strategies
Monsey,
New York
|
$23.5M
|
-$412K
|
-7,602
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$8.06M
|
+148,780
|
+140%
|
|
|
5
|
Elevation Capital Advisory
Bend,
Oregon
|
$11.7M
|
+$1.49M
|
+27,455
|
+15%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$10.1M
|
+$9.48M
|
+174,948
|
+3,672%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.89M
|
-$29.8K
|
-550
|
-0.3%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.79M
|
+$1.51M
|
+27,937
|
+22%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.61M
|
+$1.73M
|
+31,896
|
+26%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.88M
|
+$1.01M
|
+18,614
|
+22%
|
|
|
11
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$5.04M
|
-$196K
|
-3,624
|
-4%
|
|
|
12
|
International Assets Investment Management
Orlando,
Florida
|
$4.94M
|
+$5.27M
|
+97,267
|
+8,112%
|
|
|
13
|
Redwood Financial Network
Solon,
Ohio
|
$3.33M
|
-$379
|
-7
|
-0%
|
|
|
14
|
Walker Asset Management
Verona,
Missouri
|
$3.02M
|
+$58.2K
|
+1,073
|
+2%
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$2.77M
|
-$50.6K
|
-934
|
-2%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$2.71M
|
+$2.36M
|
+43,581
|
+941%
|
|
|
17
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.35M
|
-$334K
|
-6,154
|
-13%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.33M
|
+$7.91K
|
+146
|
+0.4%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$2.32M
|
+$174K
|
+3,208
|
+8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$440K
|
+8,125
|
+25%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.83M
|
-$310K
|
-5,729
|
-15%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$1.69M
|
+$1.63M
|
+30,087
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
+$246K
|
+4,548
|
+19%
|
|
|
24
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.57M
|
–
|
–
|
–
|
|
|
25
|
Synergy Financial Group
San Ramon,
California
|
$1.5M
|
+$144K
|
+2,662
|
+11%
|
|
