|
1
|
LPL Financial
San Diego,
California
|
$42.8M
|
+$12.8M
|
+322,217
|
+41%
|
|
|
2
|
New York Life Investment Management
New York
|
$19.8M
|
+$9.13M
|
+229,826
|
+82%
|
|
|
3
|
Breakwater Capital Group
Paramus,
New Jersey
|
$6M
|
+$633K
|
+15,943
|
+12%
|
|
|
4
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$5.86M
|
-$118K
|
-2,974
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.1M
|
+$616K
|
+15,523
|
+13%
|
|
|
6
|
|
$5.01M
|
-$2.02M
|
-50,940
|
-28%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$3.71M
|
+$1.17M
|
+29,576
|
+45%
|
|
|
8
|
Foundry Financial Group
Laconia,
New Hampshire
|
$3.39M
|
-$1.79M
|
-45,108
|
-34%
|
|
|
9
|
Intrua Financial
Houston,
Texas
|
$2.41M
|
+$2.47M
|
+62,126
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.12M
|
+$958K
|
+24,116
|
+79%
|
|
|
11
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.82M
|
+$689K
|
+17,355
|
+59%
|
|
|
12
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.76M
|
+$653K
|
+16,447
|
+57%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.71M
|
+$75.6K
|
+1,903
|
+5%
|
|
|
14
|
Centennial Bank
Conway,
Arkansas
|
$1.46M
|
+$447K
|
+11,264
|
+43%
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.45M
|
-$26.7K
|
-672
|
-2%
|
|
|
16
|
Equitable Holdings
New York
|
$1.45M
|
+$189K
|
+4,770
|
+15%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
+$80.6K
|
+2,030
|
+7%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.07M
|
+$150K
|
+3,773
|
+16%
|
|
|
19
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$832K
|
+$301K
|
+7,575
|
+55%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$817K
|
-$63.6K
|
-1,601
|
-7%
|
|
|
21
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$785K
|
+$118K
|
+2,969
|
+17%
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$680K
|
+$25.7K
|
+646
|
+4%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$670K
|
+$1.31K
|
+33
|
+0.2%
|
|
|
24
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$598K
|
-$15.2K
|
-383
|
-2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$583K
|
+$353K
|
+8,881
|
+145%
|
|
