|
1
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$57.3M
|
-$1.01M
|
-12,178
|
-2%
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$20.3M
|
+$245K
|
+2,973
|
+1%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$8.67M
|
+$774K
|
+9,372
|
+10%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$6.98M
|
+$6.76M
|
+81,864
|
New
|
|
|
5
|
Atria Wealth Solutions
New York
|
$5.97M
|
+$4.64M
|
+56,145
|
+405%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$5.31M
|
+$5.14M
|
+62,230
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$4.56M
|
-$1.27M
|
-15,423
|
-22%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.1M
|
+$1.48M
|
+17,925
|
+97%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.04M
|
+$1.4M
|
+16,989
|
+91%
|
|
|
10
|
Sutton Place Investors
Katonah,
New York
|
$2.15M
|
+$8.26K
|
+100
|
+0.4%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.99M
|
+$1.92M
|
+23,274
|
New
|
|
|
12
|
|
$1.94M
|
-$56.8K
|
-688
|
-3%
|
|
|
13
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.83M
|
-$43.9K
|
-532
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
-$2.3M
|
-27,910
|
-58%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.65M
|
-$60.5K
|
-733
|
-4%
|
|
|
16
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.28M
|
+$95.8K
|
+1,160
|
+8%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.13M
|
+$41.4K
|
+501
|
+4%
|
|
|
18
|
KM Capital Management
Austin,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$155K
|
+1,880
|
+19%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$941K
|
–
|
–
|
–
|
|
|
21
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$933K
|
-$14.9K
|
-180
|
-2%
|
|
|
22
|
Financial Perspectives
Minneapolis,
Minnesota
|
$919K
|
+$19.5K
|
+236
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$902K
|
-$23K
|
-279
|
-3%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$822K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$713K
|
+$690K
|
+8,356
|
New
|
|
