|
1
|
|
$2.78M
|
+$2.22M
|
+95,533
|
+367%
|
|
|
2
|
Caprock Group
Boise,
Idaho
|
$2.09M
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
+$46.5K
|
+2,006
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.51M
|
-$76.7K
|
-3,309
|
-5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.04M
|
+$5.52K
|
+238
|
+0.5%
|
|
|
6
|
Bison Wealth
Atlanta,
Georgia
|
$1.02M
|
+$3.2K
|
+138
|
+0.3%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$859K
|
–
|
–
|
–
|
|
|
8
|
9258 Wealth Management
Blue Ash,
Ohio
|
$642K
|
-$169K
|
-7,286
|
-21%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$599K
|
+$310K
|
+13,370
|
+104%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$577K
|
-$4.34K
|
-187
|
-0.7%
|
|
|
11
|
GW & Wade
Wellesley,
Massachusetts
|
$324K
|
+$74.9K
|
+3,230
|
+30%
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$297K
|
-$532K
|
-22,939
|
-64%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$294K
|
–
|
–
|
–
|
|
|
15
|
|
$281K
|
-$6.86K
|
-296
|
-2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$278K
|
-$107K
|
-4,600
|
-28%
|
|
|
17
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$231K
|
–
|
–
|
–
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$208K
|
+$1.46K
|
+63
|
+0.7%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$208K
|
+$1.46K
|
+63
|
+0.7%
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$208K
|
+$1.46K
|
+63
|
+0.7%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$196K
|
–
|
–
|
–
|
|
|
22
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$165K
|
+$168K
|
+7,225
|
New
|
|
|
23
|
Your Advocates Ltd
Houston,
Texas
|
$140K
|
–
|
–
|
–
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$128K
|
+$70
|
+3
|
+0.1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$123K
|
+$39.4K
|
+1,700
|
+46%
|
|
