|
1
|
LPL Financial
San Diego,
California
|
$6.89M
|
-$353K
|
-6,984
|
-5%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
+$1.53M
|
+30,304
|
New
|
|
|
3
|
Beck Bode LLC
Dedham,
Massachusetts
|
$674K
|
-$309K
|
-6,112
|
-32%
|
|
|
4
|
|
$637K
|
-$1.03M
|
-20,475
|
-63%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$586K
|
-$10.6K
|
-209
|
-2%
|
|
|
6
|
TCFG Wealth Management
Laguna Niguel,
California
|
$446K
|
+$432K
|
+8,561
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$347K
|
-$11.3K
|
-223
|
-3%
|
|
|
8
|
Financial Advocates Investment Management
Olympia,
Washington
|
$333K
|
+$5.05K
|
+100
|
+2%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$242K
|
+$235K
|
+4,654
|
New
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$229K
|
-$3.18K
|
-63
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$204K
|
-$30K
|
-594
|
-13%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$119K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$63.3K
|
–
|
–
|
–
|
|
|
14
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$51.2K
|
–
|
–
|
–
|
|
|
15
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$35.7K
|
–
|
–
|
–
|
|
|
16
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$16.1K
|
–
|
–
|
–
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$2.66K
|
–
|
–
|
–
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$898
|
–
|
–
|
–
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$208
|
–
|
–
|
–
|
|
|
20
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$591K
|
-12,121
|
Closed
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$87.6K
|
-1,796
|
Closed
|
|
