|
1
|
|
$397M
|
+$156M
|
+6,256,627
|
+68%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$1.79M
|
+71,845
|
+15%
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.33M
|
+$7.13M
|
+286,117
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$3.5M
|
+$1.47K
|
+59
|
+0%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.28M
|
+$3.19M
|
+128,063
|
New
|
|
|
6
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.09M
|
-$1.07M
|
-42,792
|
-26%
|
|
|
7
|
|
$1.56M
|
+$560K
|
+22,454
|
+58%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$684K
|
+27,450
|
+132%
|
|
|
9
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.16M
|
+$676K
|
+27,100
|
+150%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$1M
|
+$975K
|
+39,113
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$965K
|
+$168K
|
+6,747
|
+22%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$732K
|
+$72.7K
|
+2,917
|
+11%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$674K
|
+$9.07K
|
+364
|
+1%
|
|
|
14
|
Valued Retirements
Houston,
Texas
|
$574K
|
–
|
–
|
–
|
|
|
15
|
Lunt Capital Management
Holladay,
Utah
|
$496K
|
-$509K
|
-20,397
|
-51%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$361K
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$334K
|
+$69.7K
|
+2,794
|
+27%
|
|
|
18
|
|
$327K
|
-$4.07M
|
-163,198
|
-93%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$263K
|
+$23K
|
+922
|
+10%
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$210K
|
+$205K
|
+8,204
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
-$37.7K
|
-1,512
|
-27%
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$72K
|
–
|
–
|
–
|
|
|
24
|
|
$34
|
-$75
|
-3
|
-75%
|
|
|
25
|
S.E.E.D. Planning Group
Binghamton,
New York
|
–
|
-$201K
|
-8,000
|
Closed
|
|
