|
1
|
Caprock Group
Boise,
Idaho
|
$2.1M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$1.92M
|
+76,044
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.74M
|
-$225K
|
-8,883
|
-11%
|
|
|
4
|
|
$1.73M
|
+$1.01M
|
+40,055
|
+114%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.41M
|
+$696K
|
+27,533
|
+82%
|
|
|
6
|
Bison Wealth
Atlanta,
Georgia
|
$928K
|
-$43.5K
|
-1,719
|
-4%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$841K
|
–
|
–
|
–
|
|
|
8
|
9258 Wealth Management
Blue Ash,
Ohio
|
$815K
|
-$141K
|
-5,568
|
-14%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$674K
|
+$79.4K
|
+3,139
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$644K
|
+$707K
|
+27,965
|
New
|
|
|
11
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$505K
|
+$311K
|
+12,276
|
+128%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$495K
|
+$224K
|
+8,872
|
+70%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$326K
|
-$14.8K
|
-587
|
-4%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$312K
|
+$343K
|
+13,547
|
New
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$296K
|
+$324K
|
+12,827
|
New
|
|
|
16
|
|
$272K
|
+$214K
|
+8,448
|
+252%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
18
|
Blume Capital Management
Berkeley,
California
|
$230K
|
-$25.3K
|
-1,000
|
-9%
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$208K
|
–
|
–
|
–
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$208K
|
–
|
–
|
–
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$208K
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$204K
|
+$35.7K
|
+1,413
|
+19%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197K
|
+$216K
|
+8,546
|
New
|
|
|
24
|
Your Advocates Ltd
Houston,
Texas
|
$141K
|
+$155K
|
+6,119
|
New
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$129K
|
-$86.4K
|
-3,417
|
-38%
|
|
