|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$38.3M
|
+$40.9M
|
+1,388,070
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
-$3.09M
|
-104,801
|
-16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
-$314K
|
-10,649
|
-3%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$9.18M
|
+$7.75K
|
+263
|
+0.1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.36M
|
-$309K
|
-10,479
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.16M
|
+$595K
|
+20,208
|
+12%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.8M
|
-$28.7K
|
-973
|
-0.6%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.09M
|
-$49.3K
|
-1,675
|
-1%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$3.28M
|
+$2.1M
|
+71,396
|
+151%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.08M
|
+$184K
|
+6,242
|
+6%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.67M
|
+$183K
|
+6,204
|
+7%
|
|
|
12
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$2.41M
|
+$4.77K
|
+162
|
+0.2%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$2.13M
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.99M
|
-$114K
|
-3,881
|
-5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.85M
|
-$823K
|
-27,946
|
-29%
|
|
|
16
|
Epic Trust Investment Advisors
Richland,
Washington
|
$1.69M
|
+$1.81M
|
+61,407
|
New
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.33M
|
+$75.1K
|
+2,551
|
+6%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.16M
|
+$1.24M
|
+42,090
|
New
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$1.15M
|
+$6.95K
|
+236
|
+0.6%
|
|
|
21
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.07M
|
–
|
–
|
–
|
|
|
22
|
MTM Investment Management
Spartanburg,
South Carolina
|
$890K
|
-$64.8K
|
-2,200
|
-6%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$841K
|
+$62K
|
+2,106
|
+7%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$835K
|
+$58.9K
|
+2,000
|
+7%
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$824K
|
–
|
–
|
–
|
|
