|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$40M
|
-$619K
|
-21,312
|
-2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
-$1.66M
|
-57,166
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.64M
|
-$2.32M
|
-79,933
|
-20%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$9.61M
|
-$127K
|
-4,363
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.28M
|
-$189K
|
-6,509
|
-3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$5.23M
|
-$450K
|
-15,482
|
-8%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$5.12M
|
+$1.64M
|
+56,316
|
+47%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.1M
|
-$82.9K
|
-2,854
|
-2%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.31M
|
-$24.3K
|
-836
|
-0.6%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$3.93M
|
+$3.91M
|
+134,493
|
New
|
|
|
11
|
SMART Wealth
Omaha,
Nebraska
|
$3.66M
|
+$3.64M
|
+125,187
|
New
|
|
|
12
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$3.47M
|
+$3.44M
|
+118,544
|
New
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.62M
|
-$648K
|
-22,325
|
-20%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
-$561K
|
-19,328
|
-20%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$2.04M
|
-$159K
|
-5,477
|
-7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
+$3.89K
|
+134
|
+0.2%
|
|
|
17
|
Epic Trust Investment Advisors
Richland,
Washington
|
$1.79M
|
-$9.67K
|
-333
|
-0.5%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.72M
|
+$1.71M
|
+58,878
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.57M
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.36M
|
-$57.4K
|
-1,976
|
-4%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.28M
|
+$52.3K
|
+1,800
|
+4%
|
|
|
22
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.13M
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
-$1M
|
-34,588
|
-48%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$875K
|
+$869K
|
+29,934
|
New
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$873K
|
–
|
–
|
–
|
|
