|
1
|
HighTower Advisors
Chicago,
Illinois
|
$2.62M
|
-$392K
|
-16,631
|
-13%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.24M
|
+$114K
|
+4,820
|
+10%
|
|
|
3
|
SimpliFi Inc
San Diego,
California
|
$1.06M
|
+$1.06M
|
+45,041
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$796K
|
+$9.4K
|
+399
|
+1%
|
|
|
5
|
Savvy Advisors Inc
New York
|
$793K
|
+$81.9K
|
+3,478
|
+12%
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$783K
|
–
|
–
|
–
|
|
|
7
|
Cyr Financial
Hennepin,
Illinois
|
$751K
|
+$751K
|
+31,889
|
New
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$541K
|
-$60.3K
|
-2,561
|
-10%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$471K
|
+$442K
|
+18,774
|
+1,508%
|
|
|
10
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$467K
|
–
|
–
|
–
|
|
|
11
|
Mattern Capital Management
Lakewood,
Colorado
|
$439K
|
+$3.32K
|
+141
|
+0.8%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$438K
|
-$15.1K
|
-640
|
-3%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
+$29.5K
|
+1,251
|
+8%
|
|
|
14
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$279K
|
–
|
–
|
–
|
|
|
15
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$210K
|
-$9.02K
|
-383
|
-4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$147K
|
+$102K
|
+4,352
|
+229%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$19.9K
|
+$19.9K
|
+845
|
New
|
|
|
18
|
|
$165
|
+$165
|
+7
|
New
|
|
|
19
|
|
$37
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$1.76M
|
-74,012
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$319K
|
-13,438
|
Closed
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$292K
|
-12,255
|
Closed
|
|
