|
1
|
|
$233M
|
+$29.4M
|
+1,250,395
|
+16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$423K
|
+17,972
|
+4%
|
|
|
3
|
|
$4.43M
|
+$1.69M
|
+71,844
|
+69%
|
|
|
4
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.12M
|
+$105K
|
+4,474
|
+3%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$3.44M
|
-$603K
|
-25,604
|
-16%
|
|
|
6
|
Lunt Capital Management
Holladay,
Utah
|
$1M
|
+$675K
|
+28,690
|
+259%
|
|
|
7
|
|
$973K
|
+$236K
|
+10,020
|
+35%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$779K
|
-$320K
|
-13,593
|
-31%
|
|
|
9
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$654K
|
+$188
|
+8
|
+0%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$646K
|
-$154K
|
-6,539
|
-20%
|
|
|
11
|
Valued Retirements
Houston,
Texas
|
$564K
|
+$527K
|
+22,396
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$524K
|
+$490K
|
+20,818
|
New
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$455K
|
+$426K
|
+18,094
|
New
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$355K
|
+$332K
|
+14,112
|
New
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$258K
|
+$241K
|
+10,231
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$235K
|
+$220K
|
+9,346
|
New
|
|
|
17
|
Optimum Investment Advisors
Chicago,
Illinois
|
$221K
|
+$91.8K
|
+3,900
|
+80%
|
|
|
18
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$201K
|
+$188K
|
+8,000
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
+$33.7K
|
+1,430
|
+34%
|
|
|
20
|
ORG Partners
Roanoke,
Indiana
|
$126K
|
+$90.8K
|
+3,856
|
+338%
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$13.8K
|
+$12.9K
|
+550
|
New
|
|
|
23
|
|
$101
|
+$94
|
+4
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$5.84M
|
-250,673
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.9M
|
-81,382
|
Closed
|
|
