|
1
|
|
$55.3M
|
+$5.75M
|
+139,763
|
+12%
|
|
|
2
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$19.2M
|
+$138K
|
+3,349
|
+0.7%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$6.39M
|
-$354K
|
-8,609
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
+$2.74M
|
+66,506
|
+89%
|
|
|
5
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.49M
|
-$1.73K
|
-42
|
-0%
|
|
|
6
|
O'Dell Group
Cincinnati,
Ohio
|
$4.21M
|
+$8.93K
|
+217
|
+0.2%
|
|
|
7
|
|
$3.86M
|
+$82
|
+2
|
+0%
|
|
|
8
|
Equitable Holdings
New York
|
$3.51M
|
+$58K
|
+1,410
|
+2%
|
|
|
9
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.76M
|
+$2.81M
|
+68,241
|
New
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$1.62M
|
-$11.6K
|
-282
|
-0.7%
|
|
|
11
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$983K
|
-$9.84K
|
-239
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$903K
|
+$73K
|
+1,774
|
+9%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$896K
|
-$135K
|
-3,275
|
-13%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$849K
|
+$14.7K
|
+356
|
+2%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$819K
|
+$531K
|
+12,900
|
+182%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$773K
|
+$226K
|
+5,493
|
+41%
|
|
|
17
|
|
$465K
|
-$1.66M
|
-40,382
|
-78%
|
|
|
18
|
Cardinal Point Wealth Management
Irvine,
California
|
$406K
|
+$407K
|
+9,900
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$388K
|
-$32.4K
|
-788
|
-8%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$381K
|
-$6.25K
|
-152
|
-2%
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
$338K
|
-$165K
|
-4,021
|
-33%
|
|
|
22
|
Moors & Cabot
Boston,
Massachusetts
|
$311K
|
+$79K
|
+1,920
|
+34%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$288K
|
-$25.2K
|
-613
|
-8%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$281K
|
+$14.7K
|
+356
|
+5%
|
|
|
25
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$236K
|
–
|
–
|
–
|
|
