|
1
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.78M
|
+$1.56M
|
+63,775
|
+433%
|
|
|
2
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.48M
|
+$19.8K
|
+811
|
+1%
|
|
|
3
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.27M
|
+$735K
|
+30,124
|
+117%
|
|
|
4
|
|
$1.21M
|
+$1.3M
|
+53,477
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$222K
|
+9,118
|
+24%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$868K
|
-$191K
|
-7,813
|
-17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$832K
|
-$186K
|
-7,643
|
-17%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$527K
|
-$94.5K
|
-3,872
|
-15%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$363K
|
+$390K
|
+16,000
|
New
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$252K
|
-$93.9K
|
-3,850
|
-26%
|
|
|
11
|
Wolverine Trading
Chicago,
Illinois
|
$227K
|
-$154K
|
-6,329
|
-39%
|
|
|
12
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$206K
|
+$221K
|
+9,061
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$40K
|
-$14.2K
|
-582
|
-25%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$23K
|
+$24.4K
|
+999
|
New
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
