|
1
|
Capital International Investors
Los Angeles,
California
|
$28.6M
|
–
|
–
|
–
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$8.76M
|
+$6.69M
|
+234,278
|
+324%
|
|
|
3
|
Worthington Financial Partners
Worthington,
Ohio
|
$2.33M
|
+$2.33M
|
+81,606
|
New
|
|
|
4
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.64M
|
+$1.64M
|
+57,512
|
New
|
|
|
5
|
RM Financial Services
Falmouth,
Maine
|
$1.27M
|
+$1.27M
|
+44,619
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$939K
|
+$938K
|
+32,850
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$902K
|
+$901K
|
+31,571
|
New
|
|
|
8
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$694K
|
+$694K
|
+24,304
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$659K
|
+$534K
|
+18,701
|
+427%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$620K
|
+$620K
|
+21,710
|
New
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$486K
|
+$485K
|
+17,000
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$485K
|
+$485K
|
+16,982
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$394K
|
+$64.5K
|
+2,261
|
+20%
|
|
|
14
|
|
$385K
|
+$159K
|
+5,584
|
+71%
|
|
|
15
|
Platt Wealth Management
San Diego,
California
|
$365K
|
+$365K
|
+12,786
|
New
|
|
|
16
|
|
$347K
|
+$346K
|
+12,130
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$306K
|
-$107K
|
-3,750
|
-26%
|
|
|
18
|
World Investment Advisors
Santa Barbara,
California
|
$234K
|
+$20K
|
+700
|
+9%
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$65.7K
|
+$65.7K
|
+2,300
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$54.3K
|
+$54.3K
|
+1,901
|
New
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$53.8K
|
–
|
–
|
–
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$35.8K
|
+$16.7K
|
+584
|
+87%
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$26.6K
|
+$2.88K
|
+101
|
+12%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.94K
|
+$2.94K
|
+103
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$107K
|
-3,759
|
Closed
|
|
