|
1
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.57M
|
+$698K
|
+14,987
|
+10%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
-$89.7K
|
-1,924
|
-2%
|
|
|
3
|
EPIQ Partners
Minneapolis,
Minnesota
|
$3.48M
|
+$179K
|
+3,850
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
+$694K
|
+14,883
|
+34%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.15M
|
+$999K
|
+21,427
|
+85%
|
|
|
6
|
Triumph Capital Management
Denver,
Colorado
|
$1.14M
|
-$78.1K
|
-1,675
|
-6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$999K
|
+$1.72K
|
+37
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$883K
|
-$159K
|
-3,410
|
-15%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$882K
|
-$243K
|
-5,209
|
-21%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$798K
|
-$852K
|
-18,271
|
-51%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$643K
|
-$1.31M
|
-28,119
|
-67%
|
|
|
12
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$637K
|
+$81.8K
|
+1,755
|
+11%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$576K
|
-$46.3K
|
-994
|
-7%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$552K
|
-$116K
|
-2,490
|
-17%
|
|
|
15
|
|
$513K
|
+$521K
|
+11,169
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$400K
|
-$102K
|
-2,199
|
-20%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$333K
|
+$24.4K
|
+524
|
+8%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$291K
|
-$675K
|
-14,485
|
-70%
|
|
|
19
|
Tidal Investments
Milwaukee,
Wisconsin
|
$289K
|
+$293K
|
+6,293
|
New
|
|
|
20
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$224K
|
-$11.4K
|
-244
|
-5%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$217K
|
+$220K
|
+4,731
|
New
|
|
|
23
|
Clear Creek Financial Management
Silverdale,
Washington
|
$204K
|
–
|
–
|
–
|
|
|
24
|
GoalVest Advisory
New York
|
$97K
|
+$98.3K
|
+2,110
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$54K
|
-$57.2K
|
-1,228
|
-51%
|
|
