|
1
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$31.3M
|
+$1.41M
|
+25,418
|
+5%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$4.46M
|
+$245K
|
+4,422
|
+6%
|
|
|
3
|
|
$1.83M
|
+$1.91M
|
+34,467
|
New
|
|
|
4
|
Sutton Place Investors
Katonah,
New York
|
$1.33M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.16M
|
-$478K
|
-8,604
|
-28%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
-$801K
|
-14,439
|
-40%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
+$92.4K
|
+1,665
|
+9%
|
|
|
8
|
Shira Ridge Wealth Management
Larkspur,
California
|
$937K
|
–
|
–
|
–
|
|
|
9
|
Pathstone Family Office
Englewood,
New Jersey
|
$929K
|
+$968K
|
+17,450
|
New
|
|
|
10
|
Fulcrum Equity Management
Plano,
Texas
|
$915K
|
+$954K
|
+17,190
|
New
|
|
|
11
|
|
$755K
|
+$760K
|
+13,702
|
+2,837%
|
|
|
12
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$687K
|
-$777
|
-14
|
-0.1%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$670K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$640K
|
-$18.2K
|
-328
|
-3%
|
|
|
15
|
|
$605K
|
+$631K
|
+11,366
|
New
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$597K
|
-$11.1K
|
-200
|
-2%
|
|
|
17
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$561K
|
-$943
|
-17
|
-0.2%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$513K
|
–
|
–
|
–
|
|
|
19
|
Financial Perspectives
Minneapolis,
Minnesota
|
$470K
|
+$8.27K
|
+149
|
+2%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$467K
|
+$60K
|
+1,081
|
+14%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$437K
|
-$47.7K
|
-860
|
-9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$406K
|
-$943
|
-17
|
-0.2%
|
|
|
23
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$345K
|
–
|
–
|
–
|
|
|
24
|
Legacy Capital Group California
Los Gatos,
California
|
$322K
|
+$335K
|
+6,045
|
New
|
|
|
25
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$312K
|
–
|
–
|
–
|
|
