|
1
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$7.96M
|
-$200K
|
-6,235
|
-3%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$6.05M
|
+$899K
|
+27,984
|
+19%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.87M
|
-$201K
|
-6,268
|
-3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.78M
|
-$333K
|
-10,350
|
-7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.54M
|
-$352K
|
-10,951
|
-8%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.83M
|
-$2.14M
|
-66,710
|
-37%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.18M
|
-$69.2K
|
-2,155
|
-2%
|
|
|
8
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.33M
|
-$25.7K
|
-799
|
-1%
|
|
|
9
|
Beck Capital Management
Austin,
Texas
|
$2.07M
|
-$194K
|
-6,028
|
-9%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.89M
|
+$2.19K
|
+68
|
+0.1%
|
|
|
11
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.72M
|
–
|
–
|
–
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
+$1.54M
|
+48,087
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.55M
|
-$57.8K
|
-1,800
|
-4%
|
|
|
14
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.49M
|
-$3.82K
|
-119
|
-0.3%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.33M
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$1.28M
|
-$104K
|
-3,233
|
-8%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.28M
|
-$56.1K
|
-1,746
|
-4%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.25M
|
-$153K
|
-4,748
|
-11%
|
|
|
19
|
|
$1.07M
|
-$454K
|
-14,120
|
-31%
|
|
|
20
|
Lion Street Advisors
Austin,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
-$252K
|
-7,842
|
-20%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
-$16.1K
|
-500
|
-2%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$1M
|
-$4.82K
|
-150
|
-0.5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$977K
|
–
|
–
|
–
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$925K
|
–
|
–
|
–
|
|
