|
1
|
Capital International Investors
Los Angeles,
California
|
$20.6M
|
-$7.93M
|
-280,000
|
-28%
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$12.5M
|
+$3.61M
|
+127,505
|
+41%
|
|
|
3
|
|
$5.08M
|
+$5.03M
|
+177,430
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41M
|
+$184K
|
+6,512
|
+6%
|
|
|
5
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$3.17M
|
+$908K
|
+32,064
|
+41%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.65M
|
+$99K
|
+3,496
|
+4%
|
|
|
7
|
Worthington Financial Partners
Worthington,
Ohio
|
$2.3M
|
+$23K
|
+811
|
+1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$1.64M
|
+57,843
|
+258%
|
|
|
9
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.96M
|
+$36.1K
|
+1,276
|
+2%
|
|
|
10
|
RM Financial Services
Falmouth,
Maine
|
$1.28M
|
-$50.1K
|
-1,768
|
-4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$367K
|
+12,954
|
+41%
|
|
|
12
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.23M
|
+$152K
|
+5,364
|
+14%
|
|
|
13
|
Platt Wealth Management
San Diego,
California
|
$1.07M
|
+$569K
|
+20,087
|
+116%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$862K
|
+$128K
|
+4,501
|
+18%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$836K
|
+$124K
|
+4,380
|
+18%
|
|
|
16
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$808K
|
+$799K
|
+28,204
|
New
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$487K
|
–
|
–
|
–
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$464K
|
–
|
–
|
–
|
|
|
19
|
Junk Investment Group
Hunt Valley,
Maryland
|
$456K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$377K
|
+$373K
|
+13,150
|
New
|
|
|
21
|
|
$354K
|
-$41.9K
|
-1,478
|
-11%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$311K
|
+$307K
|
+10,851
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$263K
|
+$261K
|
+9,195
|
New
|
|
|
24
|
Latitude Advisors
Vero Beach,
Florida
|
$219K
|
+$216K
|
+7,637
|
New
|
|
|
25
|
World Investment Advisors
Santa Barbara,
California
|
$208K
|
–
|
–
|
–
|
|
