|
1
|
Equitable Holdings
New York
|
$8.07M
|
+$1.06M
|
+40,472
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.57M
|
+$1.03M
|
+39,295
|
+16%
|
|
|
3
|
|
$4.04M
|
+$1.64M
|
+62,250
|
+68%
|
|
|
4
|
SFE Investment Counsel
Los Angeles,
California
|
$3.01M
|
+$605K
|
+23,018
|
+25%
|
|
|
5
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.65M
|
-$166K
|
-6,322
|
-6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$2.63M
|
+$623K
|
+23,727
|
+31%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$1.68M
|
+$1.69M
|
+64,159
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$64.9K
|
+2,471
|
+5%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.31M
|
+$920
|
+35
|
+0.1%
|
|
|
10
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.29M
|
+$45.9K
|
+1,746
|
+4%
|
|
|
11
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.27M
|
+$260K
|
+9,904
|
+26%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
+$375K
|
+14,269
|
+42%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.03M
|
+$38.7K
|
+1,472
|
+4%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$898K
|
+$846K
|
+32,212
|
+1,517%
|
|
|
15
|
Jessup Wealth Management
Dayton,
Ohio
|
$823K
|
-$15.3K
|
-584
|
-2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$750K
|
+$62.4K
|
+2,373
|
+9%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$580K
|
-$69.9K
|
-2,662
|
-11%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$502K
|
+$503K
|
+19,128
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$462K
|
+$463K
|
+17,602
|
New
|
|
|
20
|
VestGen Advisors
Inverness,
Illinois
|
$460K
|
+$43K
|
+1,636
|
+10%
|
|
|
21
|
Modern Wealth Management
Lenexa,
Kansas
|
$443K
|
–
|
–
|
–
|
|
|
22
|
4Thought Financial Group
Syosset,
New York
|
$437K
|
+$20.4K
|
+775
|
+5%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$385K
|
-$4.91K
|
-187
|
-1%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$311K
|
+$35.9K
|
+1,368
|
+13%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$277K
|
+$12.6K
|
+479
|
+5%
|
|
