|
1
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$10.5M
|
+$10.1M
|
+340,621
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.52M
|
+$176K
|
+5,931
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.44M
|
-$1.25M
|
-42,178
|
-19%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$5.09M
|
+$524K
|
+17,667
|
+12%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.06M
|
+$24.5K
|
+826
|
+0.5%
|
|
|
6
|
4J Wealth Management
Alexandria,
Virginia
|
$3.75M
|
+$183K
|
+6,158
|
+5%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.82M
|
+$4.04K
|
+136
|
+0.1%
|
|
|
8
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$2.42M
|
+$312K
|
+10,516
|
+15%
|
|
|
9
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.32M
|
-$662K
|
-22,299
|
-23%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$2.26M
|
-$1.39M
|
-46,815
|
-39%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$2.23M
|
+$395K
|
+13,305
|
+22%
|
|
|
12
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$2.21M
|
-$6K
|
-202
|
-0.3%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$2.01M
|
+$1.9M
|
+64,034
|
+3,392%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.89M
|
+$540K
|
+18,186
|
+42%
|
|
|
15
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.82M
|
+$105K
|
+3,526
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$1.3M
|
+43,656
|
+319%
|
|
|
17
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.66M
|
–
|
–
|
–
|
|
|
18
|
Diligent Investors
Redlands,
California
|
$1.32M
|
+$135K
|
+4,555
|
+12%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.19M
|
+$161K
|
+5,434
|
+16%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
+$492K
|
+16,591
|
+93%
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
$963K
|
+$83.3K
|
+2,807
|
+10%
|
|
|
22
|
KFG Wealth Management
Granger,
Indiana
|
$707K
|
-$3.86K
|
-130
|
-0.6%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$696K
|
-$1.31K
|
-44
|
-0.2%
|
|
|
24
|
Delta Investment Management
San Francisco,
California
|
$682K
|
-$946K
|
-31,867
|
-59%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$593K
|
+$577K
|
+19,443
|
New
|
|
