|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.9M
|
+$1.35M
|
+35,213
|
+9%
|
|
|
2
|
Crown Wealth Group
Charlotte,
North Carolina
|
$12M
|
+$11.3M
|
+294,899
|
New
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$7.13M
|
-$128K
|
-3,348
|
-2%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$6.17M
|
+$859K
|
+22,461
|
+17%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.04M
|
-$46.7K
|
-1,221
|
-1%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.95M
|
+$2.35M
|
+61,391
|
+103%
|
|
|
7
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4.45M
|
–
|
–
|
–
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.29M
|
-$6.15K
|
-161
|
-0.2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.16M
|
-$2.08M
|
-54,392
|
-35%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.1M
|
–
|
–
|
–
|
|
|
11
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.97M
|
-$214K
|
-5,602
|
-7%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$2.39M
|
+$17.4K
|
+455
|
+0.8%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$2.07M
|
-$285K
|
-7,452
|
-13%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.78M
|
+$141K
|
+3,690
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
-$1.07M
|
-28,007
|
-39%
|
|
|
16
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.6M
|
–
|
–
|
–
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
-$121K
|
-3,160
|
-8%
|
|
|
18
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.53M
|
+$167K
|
+4,380
|
+13%
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.51M
|
-$926K
|
-24,218
|
-40%
|
|
|
20
|
FSA Advisors
Troy,
Michigan
|
$1.4M
|
+$1.31M
|
+34,282
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$1.29M
|
+33,810
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.38M
|
+$76.9K
|
+2,012
|
+6%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$1.36M
|
+$532K
|
+13,929
|
+72%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
-$92K
|
-2,407
|
-7%
|
|
|
25
|
Schulz Wealth
Mansfield,
Texas
|
$1.3M
|
+$1.21M
|
+31,710
|
New
|
|
