|
1
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$39M
|
+$2.5M
|
+43,685
|
+8%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$5.77M
|
+$504K
|
+8,786
|
+10%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.18M
|
+$2.62M
|
+45,793
|
+215%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.39M
|
+$2.2M
|
+38,377
|
New
|
|
|
5
|
|
$2.38M
|
+$1.37M
|
+23,974
|
+169%
|
|
|
6
|
KM Capital Management
Austin,
Texas
|
$1.71M
|
+$1.36M
|
+23,705
|
+629%
|
|
|
7
|
Sutton Place Investors
Katonah,
New York
|
$1.56M
|
–
|
–
|
–
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.54M
|
+$1.42M
|
+24,698
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
-$136K
|
-2,375
|
-12%
|
|
|
10
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
11
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$843K
|
+$34.8K
|
+608
|
+5%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$783K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$720K
|
-$27.5K
|
-480
|
-4%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$698K
|
-$1.15K
|
-20
|
-0.2%
|
|
|
15
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$671K
|
+$13.4K
|
+233
|
+2%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$601K
|
–
|
–
|
–
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$589K
|
+$542K
|
+9,450
|
New
|
|
|
18
|
Financial Perspectives
Minneapolis,
Minnesota
|
$574K
|
+$21.2K
|
+370
|
+4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$538K
|
+$24.5K
|
+428
|
+5%
|
|
|
20
|
|
$504K
|
-$1.51M
|
-26,384
|
-77%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$470K
|
-$4.53K
|
-79
|
-1%
|
|
|
22
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$443K
|
+$407K
|
+7,099
|
New
|
|
|
23
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$404K
|
–
|
–
|
–
|
|
|
24
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$365K
|
–
|
–
|
–
|
|
|
25
|
Advisors Preferred
Rockville,
Maryland
|
$314K
|
+$294K
|
+5,133
|
New
|
|
