|
1
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$1.46M
|
+22,431
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
-$4.43M
|
-68,267
|
-27%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$10.9M
|
-$51.9K
|
-800
|
-0.5%
|
|
|
4
|
|
$10.7M
|
–
|
–
|
–
|
|
|
5
|
LMCG Investments
Boston,
Massachusetts
|
$2.65M
|
+$37.9K
|
+583
|
+2%
|
|
|
6
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.29M
|
-$19.9K
|
-306
|
-2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.25M
|
+$633K
|
+9,755
|
+120%
|
|
|
8
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.09M
|
+$2.79K
|
+43
|
+0.3%
|
|
|
9
|
Equitable Holdings
New York
|
$1.05M
|
+$978K
|
+15,069
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$20.6K
|
+318
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$927K
|
+$143K
|
+2,202
|
+20%
|
|
|
12
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$831K
|
+$2.08K
|
+32
|
+0.3%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$758K
|
-$5.58K
|
-86
|
-0.8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$668K
|
+$56.2K
|
+866
|
+10%
|
|
|
15
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$582K
|
-$766K
|
-11,797
|
-59%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$573K
|
-$1.05M
|
-16,246
|
-66%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$545K
|
-$55.8K
|
-860
|
-10%
|
|
|
18
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$456K
|
-$2.99K
|
-46
|
-0.7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$438K
|
-$7.01K
|
-108
|
-2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$398K
|
+$370K
|
+5,700
|
New
|
|
|
21
|
Professional Financial Advisors
North Platte,
Nebraska
|
$382K
|
-$158K
|
-2,439
|
-31%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$371K
|
-$11.2K
|
-173
|
-3%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$363K
|
-$20.4K
|
-314
|
-6%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$350K
|
+$325K
|
+5,003
|
New
|
|
|
25
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$334K
|
-$216K
|
-3,330
|
-41%
|
|
