|
1
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$45.8M
|
+$1.85M
|
+27,470
|
+4%
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$9.54M
|
+$9.07M
|
+134,728
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$5.13M
|
-$1.35M
|
-20,060
|
-22%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$5.05M
|
+$4.81M
|
+71,353
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.01M
|
+$1.23M
|
+18,256
|
+48%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.96M
|
-$745K
|
-11,070
|
-17%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.64M
|
+$2.51M
|
+37,286
|
New
|
|
|
8
|
Sutton Place Investors
Katonah,
New York
|
$1.77M
|
–
|
–
|
–
|
|
|
9
|
|
$1.35M
|
-$1.28M
|
-19,043
|
-50%
|
|
|
10
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.27M
|
+$22.8K
|
+338
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
-$78.9K
|
-1,171
|
-7%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$1.13M
|
+$225K
|
+3,340
|
+27%
|
|
|
13
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.01M
|
+$50.2K
|
+746
|
+6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$848K
|
+$29.2K
|
+433
|
+4%
|
|
|
15
|
Ironwood Financial
Tucson,
Arizona
|
$792K
|
-$67
|
-1
|
-0%
|
|
|
16
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$762K
|
–
|
–
|
–
|
|
|
17
|
Financial Perspectives
Minneapolis,
Minnesota
|
$717K
|
+$62.1K
|
+922
|
+10%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$682K
|
–
|
–
|
–
|
|
|
19
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$678K
|
+$645K
|
+9,574
|
New
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$669K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$662K
|
+$122K
|
+1,814
|
+24%
|
|
|
22
|
KM Capital Management
Austin,
Texas
|
$635K
|
-$1.25M
|
-18,511
|
-67%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$507K
|
-$98.7K
|
-1,466
|
-17%
|
|
|
24
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$503K
|
–
|
–
|
–
|
|
|
25
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$436K
|
-$21.9K
|
-325
|
-5%
|
|
