|
1
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$5.93M
|
+99,186
|
+46%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$4.22M
|
+70,558
|
+38%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$9.36M
|
-$579K
|
-9,695
|
-6%
|
|
|
4
|
|
$9.07M
|
-$397K
|
-6,635
|
-4%
|
|
|
5
|
LMCG Investments
Boston,
Massachusetts
|
$2.22M
|
+$255K
|
+4,268
|
+13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$1.46M
|
+24,446
|
New
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.2M
|
-$272K
|
-4,546
|
-18%
|
|
|
8
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.12M
|
+$210K
|
+3,510
|
+23%
|
|
|
9
|
Arrowroot Family Office
Marina Del Rey,
California
|
$924K
|
+$5.26K
|
+88
|
+0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$842K
|
+$33.9K
|
+567
|
+4%
|
|
|
11
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$705K
|
+$4.06K
|
+68
|
+0.6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$658K
|
-$77.9K
|
-1,304
|
-11%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$657K
|
+$777
|
+13
|
+0.1%
|
|
|
14
|
Sequent Planning
Omaha,
Nebraska
|
$629K
|
-$107K
|
-1,798
|
-15%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$516K
|
+$65.2K
|
+1,091
|
+14%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$514K
|
-$8.37K
|
-140
|
-2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$485K
|
+$487K
|
+8,154
|
New
|
|
|
18
|
|
$484K
|
+$487K
|
+8,140
|
New
|
|
|
19
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$482K
|
-$4.89M
|
-81,733
|
-91%
|
|
|
20
|
Professional Financial Advisors
North Platte,
Nebraska
|
$470K
|
–
|
–
|
–
|
|
|
21
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$390K
|
-$56.4K
|
-943
|
-13%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
-$96.9K
|
-1,621
|
-20%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$328K
|
+$28.8K
|
+482
|
+10%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$326K
|
+$21.2K
|
+355
|
+7%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$270K
|
+$538
|
+9
|
+0.2%
|
|
