|
1
|
LPL Financial
San Diego,
California
|
$22.2M
|
+$6.4M
|
+152,002
|
+43%
|
|
|
2
|
Equitable Holdings
New York
|
$2.74M
|
+$140K
|
+3,336
|
+6%
|
|
|
3
|
NIA Impact Advisors
Berkeley,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
-$2.59M
|
-61,415
|
-60%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
+$86K
|
+2,044
|
+7%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$1.08M
|
+$233K
|
+5,531
|
+29%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$815K
|
+$224K
|
+5,321
|
+40%
|
|
|
8
|
Centric Wealth Management
Chicago,
Illinois
|
$750K
|
+$350K
|
+8,320
|
+101%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$748K
|
+$716K
|
+17,009
|
New
|
|
|
10
|
Western Wealth Management
Golden,
Colorado
|
$700K
|
+$9.13K
|
+217
|
+1%
|
|
|
11
|
SeaCrest Wealth Management
Purchase,
New York
|
$439K
|
+$420K
|
+9,976
|
New
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$388K
|
+$372K
|
+8,826
|
New
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$360K
|
+$14.9K
|
+354
|
+5%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$356K
|
+$341K
|
+8,091
|
New
|
|
|
15
|
Caprock Group
Boise,
Idaho
|
$330K
|
–
|
–
|
–
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$293K
|
-$7.87K
|
-187
|
-3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
+$219K
|
+5,211
|
New
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$221K
|
-$1.89K
|
-45
|
-0.9%
|
|
|
20
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$206K
|
+$197K
|
+4,679
|
New
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$13.2K
|
+$12.6K
|
+300
|
New
|
|
|
22
|
Caitlin John
Brighton,
Michigan
|
$2.98K
|
–
|
–
|
–
|
|
|
23
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$2.87M
|
-69,201
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$8K
|
-192
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$290
|
-7
|
Closed
|
|
