|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5M
|
+$18.2M
|
+607,004
|
+1,374%
|
|
|
2
|
Rovin Capital
Mesa,
Arizona
|
$12.7M
|
+$13.4M
|
+448,840
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$10.1M
|
+336,257
|
+400%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$9.44M
|
+$9.96M
|
+332,559
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.81M
|
-$12.6M
|
-421,298
|
-67%
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.97M
|
+$5.24M
|
+175,038
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.74M
|
+$3.15M
|
+105,267
|
+171%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.25M
|
+$3.61M
|
+120,582
|
+412%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.02M
|
+$3.16M
|
+105,568
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.7M
|
+$2.85M
|
+95,187
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.58M
|
+$1.43M
|
+47,700
|
+111%
|
|
|
12
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$2.47M
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.15M
|
+$2.27M
|
+75,913
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.13M
|
+$2.25M
|
+75,158
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.52M
|
+$1.58M
|
+52,700
|
+5,270%
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.43M
|
+$861K
|
+28,750
|
+132%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.34M
|
+$1.42M
|
+47,359
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.3M
|
-$241K
|
-8,042
|
-15%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$1.18M
|
+$51.7K
|
+1,726
|
+4%
|
|
|
20
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.1M
|
+$230K
|
+7,670
|
+25%
|
|
|
21
|
MTM Investment Management
Spartanburg,
South Carolina
|
$984K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$944K
|
+$958K
|
+31,998
|
+2,556%
|
|
|
23
|
Crown Wealth Group
Charlotte,
North Carolina
|
$857K
|
+$904K
|
+30,200
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$848K
|
-$13.6M
|
-454,576
|
-94%
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$848K
|
+$615K
|
+20,543
|
+220%
|
|
