|
1
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$348K
|
+8,189
|
+3%
|
|
|
2
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$6.58M
|
-$452K
|
-10,646
|
-7%
|
|
|
3
|
Brookwood Investment Group
Phoenix,
Arizona
|
$5.54M
|
+$5.37M
|
+126,339
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.74M
|
-$39.5K
|
-930
|
-0.9%
|
|
|
5
|
Equitable Holdings
New York
|
$2.74M
|
+$202K
|
+4,763
|
+8%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.13M
|
-$2.09M
|
-49,133
|
-50%
|
|
|
7
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.92M
|
+$6.08K
|
+143
|
+0.3%
|
|
|
8
|
NIA Impact Advisors
Berkeley,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.44M
|
-$219K
|
-5,159
|
-14%
|
|
|
10
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.32M
|
+$1.28M
|
+30,160
|
New
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$1.18M
|
+$85.3K
|
+2,008
|
+8%
|
|
|
12
|
Titleist Asset Management
San Antonio,
Texas
|
$893K
|
+$430K
|
+10,130
|
+99%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$877K
|
-$42.1K
|
-990
|
-5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$805K
|
+$185K
|
+4,347
|
+31%
|
|
|
15
|
Western Wealth Management
Golden,
Colorado
|
$755K
|
-$98.3K
|
-2,314
|
-12%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$616K
|
-$36.1K
|
-850
|
-6%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$407K
|
+$156K
|
+3,673
|
+66%
|
|
|
18
|
Signal Advisors Wealth
Detroit,
Michigan
|
$396K
|
+$6.76K
|
+159
|
+2%
|
|
|
19
|
Independent Financial Group
San Diego,
California
|
$392K
|
+$380K
|
+8,937
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$335K
|
-$20.4K
|
-479
|
-6%
|
|
|
21
|
Caprock Group
Boise,
Idaho
|
$329K
|
–
|
–
|
–
|
|
|
22
|
Centric Wealth Management
Chicago,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
23
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$291K
|
+$1.49K
|
+35
|
+0.5%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$95.4K
|
+$92.4K
|
+2,174
|
New
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5.04K
|
–
|
–
|
–
|
|
