|
1
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$4.72M
|
+20,409
|
+42%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.58M
|
+$445K
|
+1,924
|
+5%
|
|
|
3
|
|
$4.52M
|
+$4.63M
|
+20,000
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.47M
|
+$217K
|
+939
|
+5%
|
|
|
5
|
Equitable Holdings
New York
|
$4.41M
|
+$77.5K
|
+335
|
+2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.31M
|
+$447K
|
+1,931
|
+11%
|
|
|
7
|
|
$2.61M
|
-$521K
|
-2,252
|
-16%
|
|
|
8
|
Great Diamond Partners
Portland,
Maine
|
$2.04M
|
+$47.2K
|
+204
|
+2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.8M
|
+$347K
|
+1,497
|
+23%
|
|
|
10
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.72M
|
+$133K
|
+575
|
+8%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.7M
|
+$19K
|
+82
|
+1%
|
|
|
12
|
Park Avenue Securities
New York
|
$1.55M
|
+$34.5K
|
+149
|
+2%
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.36M
|
+$209K
|
+903
|
+18%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$855K
|
+3,693
|
+201%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1M
|
-$85K
|
-367
|
-8%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$686K
|
+2,965
|
+202%
|
|
|
17
|
|
$989K
|
+$46.5K
|
+201
|
+5%
|
|
|
18
|
Keystone Wealth Services
Palm Desert,
California
|
$903K
|
-$181K
|
-782
|
-16%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$889K
|
+$912K
|
+3,938
|
New
|
|
|
20
|
Optima Capital
Beaverton,
Oregon
|
$875K
|
+$251K
|
+1,085
|
+39%
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$804K
|
-$60.4K
|
-261
|
-7%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$793K
|
-$139K
|
-600
|
-15%
|
|
|
23
|
Integrity Alliance
Urbandale,
Iowa
|
$768K
|
+$787K
|
+3,400
|
New
|
|
|
24
|
GWN Securities
Palm Beach Gardens,
Florida
|
$681K
|
+$676K
|
+2,922
|
New
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$639K
|
+$23.8K
|
+103
|
+4%
|
|
