|
1
|
Penserra Capital Management
Orinda,
California
|
$8.73M
|
+$2.31M
|
+66,378
|
+37%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$8.12M
|
-$236K
|
-6,769
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.05M
|
+$29K
|
+834
|
+0.6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.02M
|
-$729K
|
-20,961
|
-16%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
-$840K
|
-24,130
|
-21%
|
|
|
6
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.37M
|
-$68.8K
|
-1,977
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.24M
|
-$1.07M
|
-30,841
|
-33%
|
|
|
8
|
Beck Capital Management
Austin,
Texas
|
$1.87M
|
-$297K
|
-8,537
|
-14%
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.66M
|
-$139K
|
-4,000
|
-8%
|
|
|
10
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.56M
|
–
|
–
|
–
|
|
|
11
|
|
$1.56M
|
+$1.52M
|
+43,775
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.38M
|
-$245K
|
-7,047
|
-15%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.33M
|
+$1.3M
|
+37,427
|
New
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.33M
|
–
|
–
|
–
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.26M
|
-$45.7K
|
-1,314
|
-4%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$1.24M
|
+$574K
|
+16,484
|
+90%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.21M
|
-$492K
|
-14,154
|
-29%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.18M
|
-$205K
|
-5,903
|
-15%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.18M
|
+$294K
|
+8,457
|
+34%
|
|
|
20
|
|
$1.09M
|
-$28.5K
|
-820
|
-3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.08M
|
-$891K
|
-25,620
|
-46%
|
|
|
22
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.08M
|
-$4.98M
|
-143,033
|
-83%
|
|
|
23
|
Lion Street Advisors
Austin,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
-$88K
|
-2,528
|
-8%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$997K
|
+$40.3K
|
+1,158
|
+4%
|
|
