|
1
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.3M
|
–
|
–
|
–
|
|
|
2
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$9.7M
|
+$2.81M
|
+113,226
|
+42%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$6.14M
|
+$782K
|
+31,548
|
+15%
|
|
|
4
|
LM Advisors
San Diego,
California
|
$5.35M
|
+$49.4K
|
+1,993
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.81M
|
-$1.66M
|
-67,184
|
-26%
|
|
|
6
|
SOA Wealth Advisors
New York
|
$4.76M
|
-$26.2K
|
-1,058
|
-0.6%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$4.68M
|
+$4.54M
|
+183,362
|
New
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.33M
|
-$16.3K
|
-659
|
-0.5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.26M
|
+$149K
|
+6,004
|
+5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.49M
|
+$418K
|
+16,883
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$266K
|
+10,729
|
+15%
|
|
|
12
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.09M
|
+$496K
|
+20,010
|
+33%
|
|
|
13
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.39M
|
-$2.53M
|
-102,156
|
-65%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$1.31M
|
+$9.32K
|
+376
|
+0.7%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
-$454K
|
-18,338
|
-30%
|
|
|
16
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$965K
|
+$938K
|
+37,838
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$921K
|
+$54.8K
|
+2,212
|
+7%
|
|
|
18
|
Silver Oak Securities
Jackson,
Tennessee
|
$733K
|
-$544K
|
-21,956
|
-43%
|
|
|
19
|
|
$677K
|
+$658K
|
+26,558
|
New
|
|
|
20
|
Ignite Planners
San Clemente,
California
|
$676K
|
+$657K
|
+26,500
|
New
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$592K
|
–
|
–
|
–
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$568K
|
-$33.6K
|
-1,355
|
-6%
|
|
|
23
|
WealthGarden F.S.
El Segundo,
California
|
$540K
|
+$119K
|
+4,822
|
+30%
|
|
|
24
|
Sunbelt Securities
Houston,
Texas
|
$511K
|
–
|
–
|
–
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$484K
|
–
|
–
|
–
|
|
