|
1
|
LPL Financial
San Diego,
California
|
$9.57M
|
+$369K
|
+8,062
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.22M
|
+$347K
|
+7,567
|
+4%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$8.56M
|
-$33.2K
|
-725
|
-0.4%
|
|
|
4
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.21M
|
+$6.42M
|
+140,305
|
+577%
|
|
|
5
|
|
$5.45M
|
-$88.7K
|
-1,937
|
-2%
|
|
|
6
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$4.85M
|
+$4.45M
|
+97,254
|
New
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$4.42M
|
–
|
–
|
–
|
|
|
8
|
|
$4.04M
|
+$2.63M
|
+57,534
|
+245%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.77M
|
+$2.55M
|
+55,608
|
New
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$2.23M
|
+$798K
|
+17,429
|
+64%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
-$43.3K
|
-945
|
-2%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.23M
|
+$28.2K
|
+615
|
+3%
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$943K
|
+$355K
|
+7,743
|
+69%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$641K
|
-$91.1K
|
-1,990
|
-13%
|
|
|
15
|
Sequent Planning
Omaha,
Nebraska
|
$597K
|
+$548K
|
+11,964
|
New
|
|
|
16
|
Capasso Planning Partners
Charleston,
South Carolina
|
$498K
|
-$192K
|
-4,191
|
-30%
|
|
|
17
|
|
$428K
|
+$117K
|
+2,562
|
+43%
|
|
|
18
|
LMCG Investments
Boston,
Massachusetts
|
$417K
|
+$109K
|
+2,381
|
+40%
|
|
|
19
|
|
$393K
|
+$361K
|
+7,878
|
New
|
|
|
20
|
Professional Financial Advisors
North Platte,
Nebraska
|
$391K
|
+$1.65K
|
+36
|
+0.5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$360K
|
-$36.5K
|
-797
|
-10%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$277K
|
+$119K
|
+2,588
|
+87%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$191K
|
-$85.3K
|
-1,863
|
-33%
|
|
|
24
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$174K
|
-$28.1K
|
-613
|
-15%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$124K
|
-$41.2K
|
-900
|
-27%
|
|
