|
1
|
ALM First Financial Advisors
Dallas,
Texas
|
$44.9M
|
–
|
–
|
–
|
|
|
2
|
|
$3.21M
|
+$2.88M
|
+114,632
|
+723%
|
|
|
3
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.29M
|
+$2.33M
|
+93,063
|
New
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$1.81M
|
-$383K
|
-15,260
|
-17%
|
|
|
5
|
Fermata Advisors
Sonoma,
California
|
$1.63M
|
-$538K
|
-21,445
|
-24%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.63M
|
+$26.2K
|
+1,046
|
+2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
-$1.31M
|
-52,190
|
-52%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.05M
|
+$414K
|
+16,521
|
+63%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$757K
|
+$52.7K
|
+2,101
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$694K
|
+$607K
|
+24,192
|
+607%
|
|
|
11
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$376K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$340K
|
+$347K
|
+13,819
|
New
|
|
|
13
|
ICA Group Wealth Management
Denver,
Colorado
|
$214K
|
+$155K
|
+6,175
|
+244%
|
|
|
14
|
Wealth Management Partners
Tucson,
Arizona
|
$201K
|
+$204K
|
+8,150
|
New
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$96.9K
|
+$26K
|
+1,035
|
+36%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79K
|
+$80.8K
|
+3,222
|
New
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$48.4K
|
+$49.5K
|
+1,973
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$38K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$14.4K
|
–
|
–
|
–
|
|
|
20
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.33K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
–
|
-$4.01M
|
-160,682
|
Closed
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$696K
|
-27,879
|
Closed
|
|
