|
1
|
Crown Wealth Group
Charlotte,
North Carolina
|
$16.1M
|
-$189K
|
-4,004
|
-1%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$15.4M
|
+$2M
|
+42,332
|
+15%
|
|
|
3
|
Integral Investment Advisors
Turlock,
California
|
$11.5M
|
+$282K
|
+5,972
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.94M
|
-$145K
|
-3,065
|
-2%
|
|
|
5
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$6.42M
|
-$1.01M
|
-21,372
|
-14%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.24M
|
-$16M
|
-338,721
|
-72%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.01M
|
+$2M
|
+42,360
|
+51%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.7M
|
-$165K
|
-3,487
|
-3%
|
|
|
9
|
Seros Financial
Tempe,
Arizona
|
$5.61M
|
+$5.89M
|
+124,477
|
New
|
|
|
10
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$5.23M
|
–
|
–
|
–
|
|
|
11
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.68M
|
-$336K
|
-7,103
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.48M
|
+$3.17K
|
+67
|
+0.1%
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$3.1M
|
-$368K
|
-7,775
|
-11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.75M
|
-$621K
|
-13,131
|
-19%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$2.66M
|
+$2.63M
|
+55,564
|
New
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$2.62M
|
-$64.3K
|
-1,360
|
-2%
|
|
|
17
|
|
$2.35M
|
+$584K
|
+12,362
|
+34%
|
|
|
18
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.23M
|
-$24.1K
|
-510
|
-1%
|
|
|
19
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$2.1M
|
+$404K
|
+8,549
|
+24%
|
|
|
20
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.02M
|
-$26.1K
|
-552
|
-1%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.93M
|
-$5.86K
|
-124
|
-0.3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.88M
|
+$277K
|
+5,869
|
+18%
|
|
|
23
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.86M
|
–
|
–
|
–
|
|
|
24
|
Marcum Wealth
Cleveland,
Ohio
|
$1.65M
|
–
|
–
|
–
|
|
|
25
|
FSA Advisors
Troy,
Michigan
|
$1.56M
|
–
|
–
|
–
|
|
