|
1
|
Caprock Group
Boise,
Idaho
|
$2.58M
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.47M
|
-$80.6K
|
-2,523
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.6M
|
-$181K
|
-5,648
|
-9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.36M
|
+$53K
|
+1,659
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$88.3K
|
+2,763
|
+7%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$1.01M
|
+$1.13M
|
+35,487
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$783K
|
-$47.6K
|
-1,490
|
-5%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$762K
|
+$20.9K
|
+654
|
+2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$566K
|
+$639K
|
+19,978
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$503K
|
+$568K
|
+17,771
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$438K
|
+$494K
|
+15,462
|
New
|
|
|
13
|
Patten Group
Chattanooga,
Tennessee
|
$435K
|
+$140K
|
+4,378
|
+40%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$425K
|
+$102K
|
+3,196
|
+27%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$404K
|
+$456K
|
+14,266
|
New
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$335K
|
-$7.16K
|
-224
|
-2%
|
|
|
17
|
|
$311K
|
+$35.9K
|
+1,122
|
+11%
|
|
|
18
|
|
$302K
|
-$1.38M
|
-43,148
|
-80%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$285K
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$272K
|
-$55.3K
|
-1,730
|
-15%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$270K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$267K
|
+$19.7K
|
+616
|
+7%
|
|
|
23
|
Brown Brothers Harriman & Co
New York
|
$243K
|
-$1.69K
|
-53
|
-0.6%
|
|
|
24
|
Financial Gravity Companies
Lakeway,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
25
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$233K
|
–
|
–
|
–
|
|
