|
1
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$11.6M
|
+50,449
|
+73%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.99M
|
-$135K
|
-585
|
-1%
|
|
|
3
|
Equitable Holdings
New York
|
$5.72M
|
+$1.01M
|
+4,393
|
+22%
|
|
|
4
|
|
$4.77M
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.74M
|
+$15.4K
|
+67
|
+0.3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.28M
|
-$259K
|
-1,125
|
-6%
|
|
|
7
|
|
$2.55M
|
-$207K
|
-898
|
-8%
|
|
|
8
|
Great Diamond Partners
Portland,
Maine
|
$2.22M
|
+$63.5K
|
+276
|
+3%
|
|
|
9
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.94M
|
+$119K
|
+519
|
+7%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.88M
|
-$12.9K
|
-56
|
-0.7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$1.36M
|
+5,932
|
+306%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.84M
|
+$40.2K
|
+175
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$847K
|
+3,681
|
+217%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$58K
|
+252
|
+6%
|
|
|
15
|
Optima Capital
Beaverton,
Oregon
|
$1.08M
|
+$145K
|
+630
|
+16%
|
|
|
16
|
|
$1.03M
|
-$15.4K
|
-67
|
-2%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$909K
|
-$30.1K
|
-131
|
-3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$876K
|
+$36.1K
|
+157
|
+4%
|
|
|
19
|
|
$834K
|
+$803K
|
+3,493
|
New
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$771K
|
-$76.8K
|
-334
|
-9%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$709K
|
+$273K
|
+1,187
|
+67%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$674K
|
-$2.07K
|
-9
|
-0.3%
|
|
|
23
|
Bay Colony Advisors
Concord,
Massachusetts
|
$612K
|
+$3.22K
|
+14
|
+0.5%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$596K
|
+$574K
|
+2,496
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$549K
|
-$490K
|
-2,130
|
-48%
|
|
