|
1
|
|
$50.1M
|
+$11.6M
|
+286,344
|
+31%
|
|
|
2
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$19.2M
|
-$456K
|
-11,224
|
-2%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$6.81M
|
-$624K
|
-15,382
|
-9%
|
|
|
4
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.55M
|
+$64.7K
|
+1,594
|
+1%
|
|
|
5
|
O'Dell Group
Cincinnati,
Ohio
|
$4.25M
|
+$500K
|
+12,319
|
+14%
|
|
|
6
|
|
$3.9M
|
-$40K
|
-986
|
-1%
|
|
|
7
|
Equitable Holdings
New York
|
$3.49M
|
+$1.28M
|
+31,440
|
+59%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.09M
|
-$987K
|
-24,317
|
-25%
|
|
|
9
|
|
$2.14M
|
+$1.64M
|
+40,449
|
+359%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$1.65M
|
-$19.2K
|
-474
|
-1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$95.1K
|
-2,344
|
-9%
|
|
|
12
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1M
|
+$244K
|
+6,001
|
+33%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$843K
|
+$223K
|
+5,489
|
+37%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$839K
|
+$132K
|
+3,258
|
+19%
|
|
|
15
|
Fermata Advisors
Sonoma,
California
|
$554K
|
-$27.6K
|
-681
|
-5%
|
|
|
16
|
Advisors Preferred
Rockville,
Maryland
|
$502K
|
-$176K
|
-4,337
|
-26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$424K
|
+$20.8K
|
+512
|
+5%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$392K
|
-$446
|
-11
|
-0.1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$317K
|
-$14.2K
|
-351
|
-4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$293K
|
+$287K
|
+7,082
|
New
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$270K
|
-$404K
|
-9,944
|
-60%
|
|
|
22
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
23
|
Moors & Cabot
Boston,
Massachusetts
|
$237K
|
+$7.1K
|
+175
|
+3%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$222K
|
+$217K
|
+5,354
|
New
|
|
|
25
|
Lake Point Wealth Management
Rockwall,
Texas
|
$208K
|
+$203K
|
+5,014
|
New
|
|
