|
1
|
LPL Financial
San Diego,
California
|
$6.03M
|
+$678K
|
+6,929
|
+11%
|
|
|
2
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.24M
|
-$456K
|
-4,659
|
-9%
|
|
|
3
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$3.89M
|
+$646K
|
+6,604
|
+17%
|
|
|
4
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$3.44M
|
+$2.6M
|
+26,559
|
+191%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$3.42M
|
+$355K
|
+3,630
|
+10%
|
|
|
6
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.32M
|
+$64.7K
|
+661
|
+2%
|
|
|
7
|
|
$2.04M
|
-$3.45M
|
-35,255
|
-59%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$2.03M
|
+$39.2K
|
+400
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.96M
|
-$11.9K
|
-122
|
-0.5%
|
|
|
10
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.62M
|
+$50.1K
|
+512
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
+$1.05M
|
+10,763
|
+165%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$1.08M
|
+$261K
|
+2,666
|
+27%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.05M
|
-$33.5K
|
-342
|
-3%
|
|
|
14
|
Perennial Investment Advisors
Los Angeles,
California
|
$994K
|
+$638K
|
+6,514
|
+125%
|
|
|
15
|
Field & Main Bank
Henderson,
Kentucky
|
$980K
|
+$33.3K
|
+340
|
+3%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$934K
|
+$99.6K
|
+1,018
|
+10%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$913K
|
+$16.1K
|
+164
|
+2%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$901K
|
+$38.1K
|
+389
|
+4%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$853K
|
+$984K
|
+10,050
|
New
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$822K
|
-$49.4K
|
-505
|
-5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$764K
|
+$19.7K
|
+201
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$722K
|
-$1.23M
|
-12,586
|
-60%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$694K
|
-$68.3K
|
-698
|
-8%
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$626K
|
+$344K
|
+3,519
|
+91%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$507K
|
–
|
–
|
–
|
|
