|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$41.7M
|
-$532K
|
-17,596
|
-1%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$520K
|
-17,208
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$152K
|
+5,028
|
+2%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$10.2M
|
+$89.7K
|
+2,969
|
+0.9%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$5.49M
|
+$78.5K
|
+2,599
|
+1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.44M
|
-$137K
|
-4,530
|
-3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$5.26M
|
-$256K
|
-8,457
|
-5%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.21M
|
-$81.1K
|
-2,683
|
-2%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.24M
|
-$307K
|
-10,171
|
-7%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.15M
|
–
|
–
|
–
|
|
|
11
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$3.64M
|
-$20K
|
-661
|
-0.6%
|
|
|
12
|
SMART Wealth
Omaha,
Nebraska
|
$3.31M
|
-$542K
|
-17,924
|
-14%
|
|
|
13
|
TRUADVICE
Sarasota,
Florida
|
$2.93M
|
+$2.27M
|
+75,058
|
+406%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
-$289K
|
-9,552
|
-12%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.05M
|
+$1.11M
|
+36,580
|
+122%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.97M
|
-$778K
|
-25,753
|
-29%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.93M
|
-$148K
|
-4,910
|
-7%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$1.88M
|
-$267K
|
-8,845
|
-13%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.79M
|
+$1.75M
|
+58,026
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.59M
|
-$69.5K
|
-2,300
|
-4%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$1.46M
|
+$725K
|
+23,986
|
+103%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.41M
|
-$18.3K
|
-605
|
-1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.3M
|
+$701K
|
+23,185
|
+124%
|
|
|
24
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.14M
|
-$58.1K
|
-1,923
|
-5%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$926K
|
-$420K
|
-13,900
|
-32%
|
|
