|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
+$268K
|
+8,514
|
+3%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$9.31M
|
+$247K
|
+7,868
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.13M
|
+$1.67M
|
+53,046
|
+51%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.16M
|
+$170K
|
+5,407
|
+4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.82M
|
+$760K
|
+24,186
|
+39%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$275K
|
+8,748
|
+16%
|
|
|
7
|
Rockport Wealth
Fairview Park,
Ohio
|
$2.09M
|
+$2.01M
|
+64,046
|
New
|
|
|
8
|
IFG Advisory
Atlanta,
Georgia
|
$1.99M
|
+$76.9K
|
+2,447
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.59M
|
+$878K
|
+27,954
|
+132%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.36M
|
+43,360
|
New
|
|
|
11
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.38M
|
+$1.33M
|
+42,341
|
New
|
|
|
12
|
Snowden Capital Advisors
New York
|
$1.18M
|
+$98.6K
|
+3,137
|
+10%
|
|
|
13
|
|
$969K
|
+$931K
|
+29,617
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$920K
|
-$150K
|
-4,784
|
-15%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$556K
|
-$503
|
-16
|
-0.1%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$547K
|
–
|
–
|
–
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$508K
|
+$9.6K
|
+306
|
+2%
|
|
|
18
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$460K
|
-$1.96M
|
-62,418
|
-82%
|
|
|
19
|
World Equity Group
Schaumburg,
Illinois
|
$432K
|
-$18.3K
|
-583
|
-4%
|
|
|
20
|
MGO One Seven
Beachwood,
Ohio
|
$352K
|
+$338K
|
+10,770
|
New
|
|
|
21
|
Smith, Moore & Co
Clayton,
Missouri
|
$308K
|
+$21.1K
|
+672
|
+8%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$299K
|
+$37.2K
|
+1,184
|
+15%
|
|
|
23
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$267K
|
+$257K
|
+8,174
|
New
|
|
|
24
|
|
$200K
|
+$193K
|
+6,127
|
New
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$125K
|
+$120K
|
+3,823
|
New
|
|
