|
1
|
EP Wealth Advisors
Torrance,
California
|
$187M
|
+$196M
|
+5,174,560
|
New
|
|
|
2
|
EQ LLC
Bellevue,
Washington
|
$31.3M
|
+$2.96M
|
+78,173
|
+10%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$11.4M
|
+$4.09M
|
+107,918
|
+52%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$7.9M
|
-$1.11M
|
-29,213
|
-12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.8M
|
-$315K
|
-8,328
|
-4%
|
|
|
6
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$7.45M
|
-$290K
|
-7,658
|
-4%
|
|
|
7
|
Skyline Advisors
Bellingham,
Washington
|
$6.63M
|
+$6.64M
|
+175,286
|
+2,095%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.34M
|
-$2.03M
|
-53,487
|
-27%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.7M
|
+$771K
|
+20,345
|
+19%
|
|
|
10
|
McDonald Partners
Cleveland,
Ohio
|
$1.91M
|
+$1.49M
|
+39,209
|
+287%
|
|
|
11
|
COFG Advisors
Oak Brook,
Illinois
|
$1.1M
|
–
|
–
|
–
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
$983K
|
+$5.15K
|
+136
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$899K
|
+$8.68K
|
+229
|
+0.9%
|
|
|
14
|
Summit Financial
Parsippany,
New Jersey
|
$571K
|
+$36.6K
|
+965
|
+6%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$422K
|
+$177K
|
+4,682
|
+67%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$386K
|
+$1.25K
|
+33
|
+0.3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$311K
|
+$327K
|
+8,622
|
New
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$287K
|
+$302K
|
+7,959
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$285K
|
+$297K
|
+7,839
|
New
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$279K
|
+$293K
|
+7,728
|
New
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$249K
|
+$261K
|
+6,897
|
New
|
|
|
23
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$240K
|
+$252K
|
+6,646
|
New
|
|
|
24
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$232K
|
+$10.6K
|
+281
|
+5%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$209K
|
+$219K
|
+5,793
|
New
|
|
