|
1
|
LPL Financial
San Diego,
California
|
$4.37M
|
+$1.03M
|
+24,259
|
+30%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
+$921K
|
+21,589
|
+48%
|
|
|
3
|
SOA Wealth Advisors
New York
|
$1.11M
|
+$621K
|
+14,557
|
+120%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.06M
|
+$1.08M
|
+25,333
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$1.06M
|
+24,854
|
New
|
|
|
6
|
HCR Wealth Advisors
Los Angeles,
California
|
$927K
|
-$26.7K
|
-626
|
-3%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$826K
|
+$40.6K
|
+952
|
+5%
|
|
|
8
|
EPG Wealth Management
Atlanta,
Georgia
|
$819K
|
+$170K
|
+3,982
|
+26%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$708K
|
-$814K
|
-19,090
|
-53%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$428K
|
-$56.5K
|
-1,325
|
-11%
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$376K
|
+$115K
|
+2,700
|
+43%
|
|
|
12
|
Equitable Holdings
New York
|
$290K
|
+$295K
|
+6,925
|
New
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$259K
|
-$28.4K
|
-666
|
-10%
|
|
|
14
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$167K
|
–
|
–
|
–
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
$101K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76K
|
+$4.27K
|
+100
|
+6%
|
|
|
17
|
|
$67K
|
+$12.8K
|
+300
|
+23%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$50K
|
+$384
|
+9
|
+0.8%
|
|
|
19
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$43K
|
+$725
|
+17
|
+2%
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
21
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$36K
|
+$37.5K
|
+880
|
New
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$29K
|
–
|
–
|
–
|
|
|
23
|
Financial Perspectives
Minneapolis,
Minnesota
|
$23.6K
|
+$43
|
+1
|
+0.2%
|
|
|
24
|
|
$13K
|
–
|
–
|
–
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13K
|
+$12.8K
|
+300
|
New
|
|
