|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.42M
|
–
|
–
|
–
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$5.19M
|
+$3.85M
|
+119,815
|
+310%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$5.05M
|
-$6.24M
|
-194,193
|
-56%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.61M
|
+$2.06M
|
+64,007
|
+83%
|
|
|
5
|
|
$4.53M
|
+$2.97M
|
+92,408
|
+201%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$1.51M
|
+46,916
|
+70%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$3.24M
|
+$178K
|
+5,530
|
+6%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.97M
|
-$22.2K
|
-690
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
+$280K
|
+8,711
|
+36%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.07M
|
+$319K
|
+9,934
|
+44%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$828K
|
+$812K
|
+25,278
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$737K
|
+$8.06K
|
+251
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$660K
|
+$273K
|
+8,509
|
+73%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$434K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$400K
|
-$107K
|
-3,334
|
-21%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$353K
|
+$13K
|
+404
|
+4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
+$21K
|
+654
|
+7%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$225K
|
+$220K
|
+6,844
|
New
|
|
|
19
|
Cerity Partners OCIO
New York
|
$213K
|
+$209K
|
+6,494
|
New
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$206K
|
+$202K
|
+6,290
|
New
|
|
|
21
|
Glassman Wealth Services
Vienna,
Virginia
|
$142K
|
–
|
–
|
–
|
|
|
22
|
Simplex Trading
Chicago,
Illinois
|
$85K
|
+$35.5K
|
+1,105
|
+73%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$65.6K
|
+$20.6K
|
+641
|
+47%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$52K
|
+$50.7K
|
+1,578
|
New
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$46K
|
–
|
–
|
–
|
|
