|
1
|
LPL Financial
San Diego,
California
|
$4.94M
|
+$254K
|
+21,290
|
+5%
|
|
|
2
|
Kingswood Wealth Advisors
San Diego,
California
|
$627K
|
-$104K
|
-8,747
|
-14%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$503K
|
+$134K
|
+11,242
|
+36%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$503K
|
+$135K
|
+11,287
|
+37%
|
|
|
5
|
Triumph Capital Management
Denver,
Colorado
|
$349K
|
-$5.99K
|
-502
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$318K
|
–
|
–
|
–
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$290K
|
-$37.4K
|
-3,133
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$270K
|
-$33.9K
|
-2,841
|
-11%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$234K
|
+$232K
|
+19,500
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$162K
|
+$15.4K
|
+1,292
|
+10%
|
|
|
11
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$155K
|
-$31K
|
-2,600
|
-17%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$126K
|
+$126K
|
+10,539
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$120K
|
+$41.7K
|
+3,500
|
+53%
|
|
|
14
|
SBI Securities
Tokyo,
Japan
|
$80.1K
|
-$2.85K
|
-239
|
-3%
|
|
|
15
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$73.9K
|
+$1.6K
|
+134
|
+2%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$72.7K
|
+$72.6K
|
+6,091
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$45.3K
|
+$45.2K
|
+3,793
|
New
|
|
|
18
|
Luminist Capital
Grand Rapids,
Michigan
|
$38.5K
|
-$10.3K
|
-868
|
-21%
|
|
|
19
|
|
$7.53K
|
–
|
–
|
–
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.56K
|
+$3.56K
|
+299
|
New
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.31K
|
–
|
–
|
–
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$365
|
+$12
|
+1
|
+3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$9
|
+$12
|
+1
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$147K
|
-12,349
|
Closed
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$119K
|
-10,030
|
Closed
|
|
