|
1
|
Caprock Group
Boise,
Idaho
|
$2.34M
|
–
|
–
|
–
|
|
|
2
|
|
$1.93M
|
-$1.16M
|
-46,507
|
-38%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.6M
|
-$199K
|
-7,994
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.59M
|
-$98.7K
|
-3,961
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$731K
|
+29,338
|
+112%
|
|
|
6
|
Bison Wealth
Atlanta,
Georgia
|
$1.03M
|
-$3.36K
|
-135
|
-0.3%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$922K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$839K
|
+$815K
|
+32,707
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$777K
|
-$378K
|
-15,186
|
-33%
|
|
|
10
|
9258 Wealth Management
Blue Ash,
Ohio
|
$720K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$631K
|
-$15.2K
|
-611
|
-2%
|
|
|
12
|
|
$360K
|
+$44.1K
|
+1,770
|
+14%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$357K
|
-$6.2K
|
-249
|
-2%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$337K
|
–
|
–
|
–
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$329K
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$311K
|
–
|
–
|
–
|
|
|
17
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$257K
|
-$1.52K
|
-61
|
-0.6%
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$233K
|
–
|
–
|
–
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$221K
|
+$215K
|
+8,617
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$217K
|
-$112K
|
-4,495
|
-35%
|
|
|
23
|
Your Advocates Ltd
Houston,
Texas
|
$157K
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$136K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$104K
|
–
|
–
|
–
|
|
