|
1
|
LM Advisors
San Diego,
California
|
$5.5M
|
+$5.27M
|
+194,349
|
+3,689%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5M
|
-$445K
|
-16,436
|
-8%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$4.83M
|
-$1.05M
|
-38,570
|
-18%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.67M
|
-$111K
|
-4,092
|
-3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.12M
|
-$7.59K
|
-280
|
-0.2%
|
|
|
6
|
SOA Wealth Advisors
New York
|
$2.46M
|
-$21.4K
|
-789
|
-0.9%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
-$232K
|
-8,557
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.99M
|
-$68K
|
-2,507
|
-3%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.81M
|
-$110K
|
-4,041
|
-6%
|
|
|
10
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.74M
|
-$52.7K
|
-1,944
|
-3%
|
|
|
11
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.59M
|
+$26.4K
|
+975
|
+2%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.45M
|
-$4.47M
|
-165,009
|
-76%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.12M
|
+$887K
|
+32,714
|
+415%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
-$165K
|
-6,070
|
-13%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.05M
|
-$1.49K
|
-55
|
-0.1%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$812K
|
-$33.9K
|
-1,250
|
-4%
|
|
|
17
|
Ignite Planners
San Clemente,
California
|
$792K
|
-$4.8K
|
-177
|
-0.6%
|
|
|
18
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$751K
|
-$134K
|
-4,962
|
-15%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$715K
|
-$94.3K
|
-3,479
|
-12%
|
|
|
20
|
WealthGarden F.S.
El Segundo,
California
|
$679K
|
–
|
–
|
–
|
|
|
21
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$670K
|
+$660K
|
+24,348
|
New
|
|
|
22
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$666K
|
+$25.3K
|
+933
|
+4%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$640K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$625K
|
-$292K
|
-10,769
|
-32%
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$597K
|
-$9.35K
|
-345
|
-2%
|
|
