|
1
|
Portfolio Strategies
Monsey,
New York
|
$33.4M
|
+$14.8M
|
+292,364
|
+80%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
+$12.9M
|
+255,457
|
+89%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$3.02M
|
+59,922
|
+14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$11.4M
|
+224,964
|
+3,913%
|
|
|
5
|
|
$8.47M
|
-$1.43M
|
-28,335
|
-15%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
+$5.53M
|
+109,631
|
+1,202%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.67M
|
+$2.49M
|
+49,351
|
+116%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.24M
|
+$3.26M
|
+64,669
|
+342%
|
|
|
9
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$3.89M
|
+$3.67M
|
+72,668
|
+1,840%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$3.71M
|
+$910K
|
+18,030
|
+33%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.57M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.36M
|
+$2.86M
|
+56,728
|
+599%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.17M
|
+$3.15M
|
+62,488
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.37M
|
+$289K
|
+5,728
|
+14%
|
|
|
15
|
Fulcrum Equity Management
Plano,
Texas
|
$2.34M
|
+$2.33M
|
+46,145
|
New
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.02M
|
-$983K
|
-19,474
|
-33%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$1.85M
|
–
|
–
|
–
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$1.77M
|
+$793K
|
+15,710
|
+82%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.76M
|
+$1.38M
|
+27,260
|
+370%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$436K
|
+8,638
|
+34%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.68M
|
+$250K
|
+4,953
|
+18%
|
|
|
23
|
|
$1.61M
|
+$1.29M
|
+25,470
|
+404%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.52M
|
+$204K
|
+4,035
|
+16%
|
|
|
25
|
EWG Elevate
Roseville,
California
|
$1.49M
|
+$1.47M
|
+29,118
|
New
|
|
