|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.49M
|
+$999K
|
+35,316
|
+14%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$8.27M
|
+$954K
|
+33,714
|
+14%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.64M
|
+$134K
|
+4,730
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.1M
|
+$2.94M
|
+103,808
|
New
|
|
|
5
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.29M
|
-$735K
|
-25,966
|
-25%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.85M
|
+$51K
|
+1,802
|
+3%
|
|
|
7
|
IFG Advisory
Atlanta,
Georgia
|
$1.75M
|
+$1.66M
|
+58,501
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.66M
|
+$963K
|
+34,027
|
+159%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$986K
|
+$18.3K
|
+648
|
+2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$983K
|
+$425K
|
+15,036
|
+84%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$633K
|
-$43.7K
|
-1,545
|
-7%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$508K
|
+$15.1K
|
+535
|
+3%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$500K
|
–
|
–
|
–
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$477K
|
+$451K
|
+15,949
|
New
|
|
|
15
|
Moors & Cabot
Boston,
Massachusetts
|
$455K
|
+$37K
|
+1,309
|
+9%
|
|
|
16
|
World Equity Group
Schaumburg,
Illinois
|
$413K
|
-$472K
|
-16,695
|
-55%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$261K
|
-$3.25K
|
-115
|
-1%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$238K
|
+$225K
|
+7,952
|
New
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$208K
|
-$45.2K
|
-1,599
|
-19%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$59.8K
|
+$56.6K
|
+2,000
|
New
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$36.3K
|
–
|
–
|
–
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$36K
|
–
|
–
|
–
|
|
|
23
|
Total Investment Management
Scottsdale,
Arizona
|
$19K
|
+$18K
|
+636
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13.6K
|
+$12.9K
|
+456
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$5.95K
|
+$5.63K
|
+199
|
New
|
|
