|
1
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$21.9M
|
+$22.1M
|
+536,056
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$788K
|
+19,121
|
+116%
|
|
|
3
|
Sutton Place Investors
Katonah,
New York
|
$1.02M
|
-$206K
|
-5,000
|
-17%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$994K
|
-$290K
|
-7,035
|
-22%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$870K
|
-$397K
|
-9,645
|
-31%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$854K
|
+$25.4K
|
+617
|
+3%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$810K
|
-$43.3K
|
-1,051
|
-5%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$804K
|
-$118K
|
-2,874
|
-13%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$781K
|
+$2.23K
|
+54
|
+0.3%
|
|
|
10
|
Shira Ridge Wealth Management
Larkspur,
California
|
$705K
|
+$713K
|
+17,297
|
New
|
|
|
11
|
|
$587K
|
+$593K
|
+14,383
|
New
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$564K
|
-$257K
|
-6,240
|
-31%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$468K
|
-$8.86K
|
-215
|
-2%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$468K
|
-$1.81K
|
-44
|
-0.4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$456K
|
-$4.12K
|
-100
|
-0.9%
|
|
|
16
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$442K
|
+$82
|
+2
|
+0%
|
|
|
17
|
KCM Investment Advisors
Greenbrae,
California
|
$393K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$365K
|
-$444K
|
-10,780
|
-55%
|
|
|
19
|
Financial Perspectives
Minneapolis,
Minnesota
|
$355K
|
-$63.4K
|
-1,538
|
-15%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$320K
|
-$2.06K
|
-50
|
-0.6%
|
|
|
21
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$238K
|
–
|
–
|
–
|
|
|
22
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$210K
|
+$865
|
+21
|
+0.4%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$207K
|
+$288
|
+7
|
+0.1%
|
|
|
25
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$70.7K
|
–
|
–
|
–
|
|
