|
1
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$25M
|
+748,491
|
+268%
|
|
|
2
|
|
$21.7M
|
+$5.43M
|
+162,789
|
+33%
|
|
|
3
|
Cary Street Partners
Richmond,
Virginia
|
$10M
|
-$23.6M
|
-706,955
|
-70%
|
|
|
4
|
Castle Wealth Management
West Palm Beach,
Florida
|
$8.91M
|
+$247K
|
+7,392
|
+3%
|
|
|
5
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$8.77M
|
+$1.04M
|
+31,244
|
+13%
|
|
|
6
|
Trust Point Inc
La Crosse,
Wisconsin
|
$7.55M
|
-$37.9K
|
-1,136
|
-0.5%
|
|
|
7
|
Solutions 4 Wealth
Southlake,
Texas
|
$6.17M
|
+$2.13K
|
+64
|
+0%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.51M
|
-$218K
|
-6,543
|
-4%
|
|
|
9
|
Compass Financial Services
West Des Moines,
Iowa
|
$4.88M
|
+$401K
|
+12,034
|
+9%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$4.14M
|
+$310K
|
+9,301
|
+8%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$3.72M
|
+$95K
|
+2,849
|
+3%
|
|
|
12
|
Private Capital Management (Florida)
Naples,
Florida
|
$3.45M
|
+$95.8K
|
+2,873
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
+$1.13M
|
+33,825
|
+51%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$3.26M
|
-$2.31M
|
-69,245
|
-41%
|
|
|
15
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.92M
|
+$2.95M
|
+88,324
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
+$625K
|
+18,734
|
+40%
|
|
|
17
|
|
$2.04M
|
-$1.09M
|
-32,637
|
-35%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$1.8M
|
+$1.82M
|
+54,492
|
New
|
|
|
19
|
Tidemark
San Diego,
California
|
$1.73M
|
+$185K
|
+5,541
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.54M
|
+$435K
|
+13,044
|
+39%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.48M
|
+$30.8K
|
+924
|
+2%
|
|
|
22
|
Resolute Capital
Greenville,
South Carolina
|
$1.42M
|
+$1.43M
|
+42,873
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.38M
|
-$824K
|
-24,688
|
-37%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.27M
|
+$386K
|
+11,577
|
+43%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.23M
|
+$49.2K
|
+1,475
|
+4%
|
|
