|
1
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$23M
|
+$2.91M
|
+114,813
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.4M
|
+$8.29M
|
+327,542
|
+82%
|
|
|
3
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$17.8M
|
+$17.8M
|
+704,901
|
New
|
|
|
4
|
Fermata Advisors
Sonoma,
California
|
$11.8M
|
-$502K
|
-19,818
|
-4%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.3M
|
+$8.75M
|
+345,495
|
+552%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.58M
|
+$2.46M
|
+97,303
|
+48%
|
|
|
7
|
Marshall Investment Management
Littleton,
Colorado
|
$4.42M
|
+$4.44M
|
+175,374
|
New
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$2.58M
|
+$2.59M
|
+102,323
|
New
|
|
|
9
|
|
$2.32M
|
+$177K
|
+6,975
|
+8%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
+$1.86M
|
+73,476
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.56M
|
+$565K
|
+22,335
|
+56%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
-$836K
|
-33,030
|
-36%
|
|
|
13
|
&Partners
Nashville,
Tennessee
|
$1.25M
|
+$1.26M
|
+49,687
|
New
|
|
|
14
|
Rovin Capital
Mesa,
Arizona
|
$1.13M
|
+$1.13M
|
+44,822
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$874K
|
+$631K
|
+24,904
|
+255%
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$672K
|
+$60.8K
|
+2,400
|
+10%
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$668K
|
–
|
–
|
–
|
|
|
18
|
|
$510K
|
+$512K
|
+20,233
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$435K
|
+$436K
|
+17,234
|
New
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$428K
|
+$430K
|
+16,980
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$387K
|
+$389K
|
+15,365
|
New
|
|
|
22
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$372K
|
+$374K
|
+14,769
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1K
|
+$20.2K
|
+799
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8.62K
|
+$8.61K
|
+340
|
+17,000%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$2.18M
|
-86,262
|
Closed
|
|
