|
1
|
|
$4.61M
|
-$76.7K
|
-1,017
|
-2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.91M
|
+$220K
|
+2,918
|
+14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$756K
|
+10,017
|
+120%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$1.15M
|
-$148K
|
-1,965
|
-12%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$939K
|
+$897K
|
+11,889
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$858K
|
-$58.8K
|
-779
|
-7%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$855K
|
-$52.6K
|
-697
|
-6%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$611K
|
+$73.8K
|
+978
|
+14%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$476K
|
-$123K
|
-1,631
|
-21%
|
|
|
10
|
|
$471K
|
-$66.3K
|
-879
|
-13%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$349K
|
+$334K
|
+4,421
|
New
|
|
|
12
|
Strategy Asset Managers
Pasadena,
California
|
$331K
|
–
|
–
|
–
|
|
|
13
|
Equitable Holdings
New York
|
$298K
|
-$43.2K
|
-573
|
-13%
|
|
|
14
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$293K
|
-$45.4K
|
-602
|
-14%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$221K
|
+$211K
|
+2,796
|
New
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$184K
|
+$176K
|
+2,328
|
New
|
|
|
17
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$113K
|
–
|
–
|
–
|
|
|
18
|
Colonial Trust
Spartanburg,
South Carolina
|
$97.5K
|
+$93.1K
|
+1,234
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$95.3K
|
-$142K
|
-1,882
|
-61%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$61.8K
|
+$59.1K
|
+783
|
New
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$29.6K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
23
|
Creative Capital Management Investments
San Diego,
California
|
$17K
|
+$16.2K
|
+215
|
New
|
|
|
24
|
Scarborough Advisors
Annapolis,
Maryland
|
$3.56K
|
+$3.4K
|
+45
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.37K
|
+$302
|
+4
|
+15%
|
|
