|
26
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$964K
|
+$78K
|
+1,491
|
+9%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$796K
|
+$544K
|
+10,400
|
+226%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$768K
|
-$2.62M
|
-50,063
|
-78%
|
|
|
29
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$630K
|
+$33.5K
|
+641
|
+6%
|
|
|
30
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$630K
|
+$86K
|
+1,645
|
+16%
|
|
|
31
|
NFP Retirement Inc
Aliso Viejo,
California
|
$510K
|
-$10.9K
|
-209
|
-2%
|
|
|
32
|
UBP Investment Advisors
Geneva,
Switzerland
|
$506K
|
–
|
–
|
–
|
|
|
33
|
Beam Wealth Advisors
Covington,
Louisiana
|
$504K
|
-$50.4K
|
-964
|
-9%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$412K
|
-$184K
|
-3,516
|
-31%
|
|
|
35
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$364K
|
+$73.3K
|
+1,402
|
+26%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$357K
|
+$143K
|
+2,735
|
+69%
|
|
|
37
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$337K
|
+$332K
|
+6,345
|
New
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$325K
|
+$26.4K
|
+505
|
+9%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$285K
|
+$281K
|
+5,376
|
New
|
|
|
40
|
Prudential Financial
Newark,
New Jersey
|
$279K
|
–
|
–
|
–
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$255K
|
+$28.5K
|
+546
|
+13%
|
|
|
42
|
Eaton Vance Management
Boston,
Massachusetts
|
$226K
|
+$223K
|
+4,263
|
New
|
|
|
43
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$207K
|
–
|
–
|
–
|
|
|
44
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$147K
|
–
|
–
|
–
|
|
|
45
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$94K
|
–
|
–
|
–
|
|
|
46
|
Rockefeller Capital Management
New York
|
$92K
|
+$17.5K
|
+335
|
+24%
|
|
|
47
|
Next Financial Group
Houston,
Texas
|
$37K
|
-$5.23K
|
-100
|
-13%
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
+$15.1K
|
+288
|
New
|
|
|
50
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
