|
1
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$20.7M
|
+$116K
|
+3,726
|
+0.6%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.72M
|
-$17K
|
-545
|
-0.3%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$5.05M
|
+$174K
|
+5,556
|
+4%
|
|
|
4
|
American Portfolios Advisors
Holbrook,
New York
|
$4.78M
|
-$66.8K
|
-2,139
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.9M
|
+$355K
|
+11,357
|
+10%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$1.09M
|
+34,959
|
+77%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.48M
|
+$102K
|
+3,273
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.34M
|
-$204K
|
-6,519
|
-8%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.04M
|
–
|
–
|
–
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.95M
|
–
|
–
|
–
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.84M
|
-$50.3K
|
-1,609
|
-3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.65M
|
+$75K
|
+2,400
|
+5%
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.38M
|
+$1.4M
|
+44,793
|
New
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.17M
|
-$8.25K
|
-264
|
-0.7%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$1.1M
|
+$325K
|
+10,395
|
+41%
|
|
|
16
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.09M
|
+$2.19K
|
+70
|
+0.2%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$873K
|
+$883K
|
+28,278
|
New
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$799K
|
–
|
–
|
–
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$789K
|
-$121K
|
-3,880
|
-13%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$696K
|
+$27.1K
|
+867
|
+4%
|
|
|
21
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$678K
|
–
|
–
|
–
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$654K
|
+$1.91K
|
+61
|
+0.3%
|
|
|
23
|
Cascadia Advisory Services
Portland,
Oregon
|
$625K
|
+$633K
|
+20,253
|
New
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$619K
|
+$626K
|
+20,050
|
New
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$597K
|
+$69.6K
|
+2,227
|
+13%
|
|
