|
1
|
|
$3.18M
|
-$1.77M
|
-21,722
|
-37%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.79M
|
+$1.66M
|
+20,316
|
+171%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.49M
|
+$457K
|
+5,592
|
+23%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$2.33M
|
+$1.01M
|
+12,315
|
+85%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$361K
|
-4,426
|
-24%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$945K
|
+$2.94K
|
+36
|
+0.3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$940K
|
+$490
|
+6
|
+0.1%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$647K
|
-$23.5K
|
-288
|
-4%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$521K
|
-$1.63K
|
-20
|
-0.3%
|
|
|
10
|
Equitable Holdings
New York
|
$350K
|
+$21.2K
|
+260
|
+7%
|
|
|
11
|
Strategy Asset Managers
Pasadena,
California
|
$321K
|
-$40.8K
|
-500
|
-12%
|
|
|
12
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$310K
|
-$10.9K
|
-133
|
-4%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$304K
|
+$286K
|
+3,505
|
New
|
|
|
14
|
WealthShield Partners
Cary,
North Carolina
|
$290K
|
+$273K
|
+3,339
|
New
|
|
|
15
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$234K
|
+$220K
|
+2,700
|
New
|
|
|
16
|
McCarthy & Cox
Marysville,
Ohio
|
$202K
|
+$191K
|
+2,334
|
New
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$202K
|
+$190K
|
+2,328
|
New
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$202K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$184K
|
+$109K
|
+1,333
|
+170%
|
|
|
20
|
Colonial Trust
Spartanburg,
South Carolina
|
$107K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$102K
|
-$2.12K
|
-26
|
-2%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.6K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
24
|
Scarborough Advisors
Annapolis,
Maryland
|
$3.92K
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.74K
|
–
|
–
|
–
|
|
