|
1
|
LPL Financial
San Diego,
California
|
$9.91M
|
+$725K
|
+15,021
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.5M
|
-$355K
|
-7,353
|
-4%
|
|
|
3
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.21M
|
+$332K
|
+6,888
|
+4%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$8.19M
|
-$22.9K
|
-475
|
-0.3%
|
|
|
5
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$5M
|
+$352K
|
+7,292
|
+7%
|
|
|
6
|
|
$4.67M
|
-$564K
|
-11,698
|
-11%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$3.61M
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.71M
|
+$44.2K
|
+917
|
+2%
|
|
|
9
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.6M
|
+$1.61M
|
+33,332
|
New
|
|
|
10
|
|
$1.06M
|
+$649K
|
+13,465
|
+157%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$930K
|
+$24.6K
|
+509
|
+3%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$789K
|
-$396K
|
-8,215
|
-33%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$711K
|
+$716K
|
+14,842
|
New
|
|
|
14
|
Sequent Planning
Omaha,
Nebraska
|
$710K
|
+$139K
|
+2,884
|
+24%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$516K
|
+$520K
|
+10,784
|
New
|
|
|
16
|
LMCG Investments
Boston,
Massachusetts
|
$508K
|
+$108K
|
+2,244
|
+27%
|
|
|
17
|
Capasso Planning Partners
Charleston,
South Carolina
|
$507K
|
+$28.3K
|
+586
|
+6%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$503K
|
-$113K
|
-2,346
|
-18%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$395K
|
-$1.4M
|
-28,962
|
-78%
|
|
|
20
|
|
$377K
|
–
|
–
|
–
|
|
|
21
|
Professional Financial Advisors
North Platte,
Nebraska
|
$377K
|
+$1.69K
|
+35
|
+0.4%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$364K
|
+$366K
|
+7,594
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$308K
|
+$311K
|
+6,442
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$271K
|
+$5.26K
|
+109
|
+2%
|
|
|
25
|
Atomi Financial Group
New York
|
$233K
|
+$235K
|
+4,877
|
New
|
|
