|
1
|
ALM First Financial Advisors
Dallas,
Texas
|
$45.6M
|
+$46.3M
|
+1,825,000
|
New
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$4.01M
|
+$4.08M
|
+160,682
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.53M
|
+$1.61M
|
+63,336
|
+167%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$2.21M
|
+$2.25M
|
+88,604
|
New
|
|
|
5
|
Fermata Advisors
Sonoma,
California
|
$2.19M
|
+$760K
|
+29,950
|
+52%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.63M
|
+$84.6K
|
+3,335
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$715K
|
+$726K
|
+28,643
|
New
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$696K
|
+$262K
|
+10,347
|
+59%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$650K
|
+$429K
|
+16,909
|
+185%
|
|
|
10
|
|
$396K
|
+$402K
|
+15,845
|
New
|
|
|
11
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$385K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$99K
|
+$84.9K
|
+3,347
|
+526%
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$72.4K
|
+$38K
|
+1,500
|
+107%
|
|
|
14
|
ICA Group Wealth Management
Denver,
Colorado
|
$63.2K
|
+$64.2K
|
+2,532
|
New
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$38.5K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$14.6K
|
–
|
–
|
–
|
|
|
17
|
Cribstone Capital Management
Augusta,
Maine
|
$12.3K
|
+$279
|
+11
|
+2%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.36K
|
-$29.1K
|
-1,149
|
-96%
|
|
|
19
|
Howe & Rusling
Rochester,
New York
|
–
|
-$105K
|
-4,273
|
Closed
|
|
