|
1
|
LPL Financial
San Diego,
California
|
$14M
|
-$188K
|
-3,547
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.42M
|
-$3.81M
|
-71,779
|
-29%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$9.27M
|
-$63.7K
|
-1,200
|
-0.7%
|
|
|
4
|
|
$9.03M
|
+$303K
|
+5,716
|
+4%
|
|
|
5
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$5.25M
|
+$97.8K
|
+1,843
|
+2%
|
|
|
6
|
LMCG Investments
Boston,
Massachusetts
|
$1.72M
|
+$121K
|
+2,273
|
+8%
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.37M
|
+$19.6K
|
+369
|
+1%
|
|
|
8
|
Arrowroot Family Office
Marina Del Rey,
California
|
$849K
|
-$53
|
-1
|
-0%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$778K
|
+$37.9K
|
+715
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$743K
|
-$62K
|
-1,169
|
-8%
|
|
|
11
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$734K
|
-$46.9K
|
-884
|
-6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$700K
|
+$14.3K
|
+270
|
+2%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$649K
|
-$95.6K
|
-1,801
|
-13%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$518K
|
+$37.9K
|
+714
|
+8%
|
|
|
15
|
Avidian Wealth Enterprises
Houston,
Texas
|
$478K
|
-$1.33K
|
-25
|
-0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$464K
|
+$185K
|
+3,494
|
+70%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$446K
|
-$32K
|
-604
|
-7%
|
|
|
18
|
Professional Financial Advisors
North Platte,
Nebraska
|
$436K
|
–
|
–
|
–
|
|
|
19
|
|
$430K
|
+$112K
|
+2,118
|
+37%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$280K
|
-$1.06K
|
-20
|
-0.4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$269K
|
+$318
|
+6
|
+0.1%
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$242K
|
-$531
|
-10
|
-0.2%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$229K
|
-$15K
|
-283
|
-6%
|
|
|
24
|
Sequent Planning
Omaha,
Nebraska
|
$209K
|
+$202K
|
+3,806
|
New
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$183K
|
+$1.11K
|
+21
|
+0.6%
|
|
