|
1
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$22.2M
|
+$352K
|
+11,001
|
+2%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$6.01M
|
+$661K
|
+20,661
|
+13%
|
|
|
3
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.81M
|
-$55K
|
-1,719
|
-1%
|
|
|
4
|
American Portfolios Advisors
Holbrook,
New York
|
$4.93M
|
-$123K
|
-3,856
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.7M
|
+$223K
|
+6,961
|
+9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
-$17.8K
|
-557
|
-0.7%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.39M
|
-$222K
|
-6,949
|
-9%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.15M
|
–
|
–
|
–
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.09M
|
+$32K
|
+1,000
|
+2%
|
|
|
10
|
Epic Trust Investment Advisors
Richland,
Washington
|
$2.01M
|
+$1.97M
|
+61,639
|
New
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.9M
|
-$48K
|
-1,499
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86M
|
-$2.22M
|
-69,448
|
-55%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.74M
|
–
|
–
|
–
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.29M
|
-$171K
|
-5,356
|
-12%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.21M
|
-$23.6K
|
-737
|
-2%
|
|
|
16
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$955K
|
+$31.7K
|
+990
|
+4%
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$845K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$819K
|
+$184K
|
+5,765
|
+30%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$813K
|
+$798K
|
+24,939
|
New
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$753K
|
-$403K
|
-12,581
|
-35%
|
|
|
22
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$717K
|
–
|
–
|
–
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$716K
|
-$18.7K
|
-584
|
-3%
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$678K
|
-$153K
|
-4,782
|
-19%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$612K
|
-$41.6K
|
-1,300
|
-6%
|
|
