|
1
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$35.6K
|
+696
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$2.45M
|
+47,956
|
+31%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$8.51M
|
-$126K
|
-2,460
|
-1%
|
|
|
4
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$5.04M
|
+$421K
|
+8,244
|
+9%
|
|
|
5
|
|
$5.04M
|
–
|
–
|
–
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.62M
|
+$593K
|
+11,613
|
+20%
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.52M
|
-$86.5K
|
-1,693
|
-5%
|
|
|
8
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.47M
|
+$1.45M
|
+28,361
|
New
|
|
|
9
|
LMCG Investments
Boston,
Massachusetts
|
$1.33M
|
+$419K
|
+8,203
|
+47%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$794K
|
+$784K
|
+15,353
|
New
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$661K
|
+$311K
|
+6,092
|
+91%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$657K
|
-$24.5K
|
-480
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$635K
|
-$2.04K
|
-40
|
-0.3%
|
|
|
14
|
Capasso Planning Partners
Charleston,
South Carolina
|
$557K
|
+$10.1K
|
+197
|
+2%
|
|
|
15
|
Avidian Wealth Enterprises
Houston,
Texas
|
$454K
|
+$30.1K
|
+590
|
+7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$452K
|
-$48.2K
|
-944
|
-10%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$411K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$382K
|
+$40.8K
|
+799
|
+12%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$363K
|
+$359K
|
+7,020
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$302K
|
+$299K
|
+5,844
|
New
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$251K
|
-$88.1K
|
-1,725
|
-26%
|
|
|
22
|
|
$229K
|
-$204K
|
-4,002
|
-47%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$228K
|
+$225K
|
+4,409
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$216K
|
-$35K
|
-685
|
-14%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$203K
|
-$8.38K
|
-164
|
-4%
|
|
