|
1
|
Capital International Investors
Los Angeles,
California
|
$25.3M
|
–
|
–
|
–
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$7.83M
|
+$65.8K
|
+2,399
|
+0.8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$2.18M
|
+79,564
|
+242%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.26M
|
+$1.58M
|
+57,500
|
+182%
|
|
|
5
|
Worthington Financial Partners
Worthington,
Ohio
|
$2.01M
|
-$57.3K
|
-2,090
|
-3%
|
|
|
6
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.99M
|
+$2.15M
|
+78,532
|
New
|
|
|
7
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.7M
|
+$261K
|
+9,508
|
+17%
|
|
|
8
|
RM Financial Services
Falmouth,
Maine
|
$1.17M
|
+$46.2K
|
+1,683
|
+4%
|
|
|
9
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$949K
|
+$360K
|
+13,126
|
+54%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$800K
|
+$270K
|
+9,859
|
+45%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$649K
|
+$324K
|
+11,814
|
+86%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$629K
|
+$681K
|
+24,812
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$569K
|
-$17.6K
|
-643
|
-3%
|
|
|
14
|
Platt Wealth Management
San Diego,
California
|
$437K
|
+$123K
|
+4,473
|
+35%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$431K
|
–
|
–
|
–
|
|
|
16
|
Rothschild Investment LLC
Chicago,
Illinois
|
$411K
|
+$444K
|
+16,200
|
New
|
|
|
17
|
Junk Investment Group
Hunt Valley,
Maryland
|
$403K
|
+$436K
|
+15,909
|
New
|
|
|
18
|
|
$350K
|
+$46.3K
|
+1,687
|
+14%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$208K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$56.8K
|
+$27.1K
|
+989
|
+79%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$47.7K
|
–
|
–
|
–
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$34K
|
+$36.8K
|
+1,342
|
New
|
|
|
23
|
Chilton Capital Management
Houston,
Texas
|
$31.2K
|
-$29.3K
|
-1,068
|
-46%
|
|
|
24
|
Lavaca Capital
Houston,
Texas
|
$25.3K
|
+$27.4K
|
+1,000
|
New
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
$23.6K
|
–
|
–
|
–
|
|
