|
1
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$1.35M
|
+26,329
|
+14%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$9.13M
|
+$665K
|
+13,009
|
+8%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$8.22M
|
-$40.9K
|
-800
|
-0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.73M
|
-$810K
|
-15,854
|
-9%
|
|
|
5
|
|
$4.79M
|
+$102
|
+2
|
+0%
|
|
|
6
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$4.39M
|
-$621K
|
-12,152
|
-12%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.87M
|
-$29.5K
|
-578
|
-1%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.53M
|
-$41.1K
|
-804
|
-3%
|
|
|
9
|
LMCG Investments
Boston,
Massachusetts
|
$864K
|
+$318K
|
+6,215
|
+55%
|
|
|
10
|
Arrowroot Family Office
Marina Del Rey,
California
|
$784K
|
+$2.76K
|
+54
|
+0.3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$649K
|
-$32.9K
|
-644
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$606K
|
+$32.2K
|
+630
|
+5%
|
|
|
13
|
Capasso Planning Partners
Charleston,
South Carolina
|
$521K
|
+$51
|
+1
|
+0%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$477K
|
-$11.7K
|
-228
|
-2%
|
|
|
15
|
|
$415K
|
+$431K
|
+8,429
|
New
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$403K
|
-$15.1K
|
-296
|
-3%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$391K
|
+$1.94K
|
+38
|
+0.5%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$340K
|
+$21.5K
|
+421
|
+7%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$329K
|
+$304K
|
+5,946
|
+800%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$324K
|
+$9.5K
|
+186
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$266K
|
+$107K
|
+2,094
|
+63%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$239K
|
-$15K
|
-293
|
-6%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$236K
|
+$2.2K
|
+43
|
+0.9%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$201K
|
+$209K
|
+4,093
|
New
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$163K
|
-$12.5K
|
-244
|
-7%
|
|
