|
1
|
LPL Financial
San Diego,
California
|
$53.1M
|
+$21.2M
|
+637,671
|
+62%
|
|
|
2
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$38.4M
|
+$31.1M
|
+938,255
|
+353%
|
|
|
3
|
|
$21.5M
|
+$550K
|
+16,573
|
+3%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$10.5M
|
+$817K
|
+24,629
|
+8%
|
|
|
5
|
Castle Wealth Management
West Palm Beach,
Florida
|
$8.79M
|
+$188K
|
+5,664
|
+2%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.81M
|
+$5.19M
|
+156,481
|
+177%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$7.74M
|
+$4.77M
|
+143,924
|
+146%
|
|
|
8
|
Solutions 4 Wealth
Southlake,
Texas
|
$6.29M
|
+$333K
|
+10,026
|
+5%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6M
|
+$700K
|
+21,091
|
+13%
|
|
|
10
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$5.28M
|
+$5.48M
|
+165,323
|
New
|
|
|
11
|
Compass Financial Services
West Des Moines,
Iowa
|
$5.07M
|
+$368K
|
+11,085
|
+7%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$4.47M
|
+$3.93M
|
+118,387
|
+546%
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$3.97M
|
-$24.6K
|
-741
|
-0.6%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$3.71M
|
+$3.5M
|
+105,444
|
+989%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$3.69M
|
+$97.9K
|
+2,951
|
+3%
|
|
|
16
|
Private Capital Management (Florida)
Naples,
Florida
|
$3.66M
|
+$342K
|
+10,301
|
+10%
|
|
|
17
|
Trust Point Inc
La Crosse,
Wisconsin
|
$3.57M
|
-$3.87M
|
-116,801
|
-51%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
+$273K
|
+8,233
|
+12%
|
|
|
19
|
|
$1.88M
|
-$103K
|
-3,112
|
-5%
|
|
|
20
|
PFG Investments
Woodbury,
New York
|
$1.77M
|
+$36.5K
|
+1,100
|
+2%
|
|
|
21
|
Tidemark
San Diego,
California
|
$1.74M
|
+$75.3K
|
+2,269
|
+4%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.67M
|
+$801K
|
+24,151
|
+86%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.64M
|
+$505K
|
+15,234
|
+42%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$1.63M
|
+$1.69M
|
+50,957
|
New
|
|
|
25
|
|
$1.6M
|
+$1.66M
|
+50,086
|
New
|
|
