|
1
|
LPL Financial
San Diego,
California
|
$9.22M
|
+$506K
|
+8,362
|
+6%
|
|
|
2
|
|
$1.49M
|
+$1.47M
|
+24,299
|
New
|
|
|
3
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$757K
|
+$1.49M
|
+24,650
|
+2,193%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$753K
|
+$7.45K
|
+123
|
+1%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$680K
|
+$56.7K
|
+936
|
+9%
|
|
|
6
|
|
$655K
|
-$1.88K
|
-31
|
-0.3%
|
|
|
7
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$543K
|
–
|
–
|
–
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$441K
|
-$82.7K
|
-1,365
|
-16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$402K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$364K
|
-$129K
|
-2,135
|
-26%
|
|
|
11
|
Carlson Financial
Canby,
Oregon
|
$342K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$328K
|
+$17.8K
|
+294
|
+6%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$303K
|
+$88.8K
|
+1,467
|
+42%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$295K
|
-$36.3K
|
-600
|
-11%
|
|
|
15
|
Flow Traders U.S.
New York
|
$275K
|
-$887K
|
-14,646
|
-77%
|
|
|
16
|
Calton & Associates
Tampa,
Florida
|
$270K
|
+$266K
|
+4,397
|
New
|
|
|
17
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$257K
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$238K
|
+$1.76K
|
+29
|
+0.8%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$227K
|
-$6.05K
|
-100
|
-3%
|
|
|
20
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$203K
|
+$200K
|
+3,307
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$191K
|
+$545
|
+9
|
+0.3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$184K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
+$51.9K
|
+857
|
+54%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$137K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
–
|
–
|
–
|
|
