|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$41.9M
|
-$1.31M
|
-39,814
|
-3%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8M
|
+$382K
|
+11,606
|
+2%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$13M
|
+$168K
|
+5,107
|
+1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$562K
|
-17,039
|
-4%
|
|
|
5
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$9.61M
|
+$266K
|
+8,084
|
+3%
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.53M
|
-$13.8K
|
-420
|
-0.2%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.35M
|
-$183K
|
-5,550
|
-4%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.28M
|
-$65.1K
|
-1,976
|
-1%
|
|
|
9
|
TRUADVICE
Sarasota,
Florida
|
$4.03M
|
-$173K
|
-5,238
|
-4%
|
|
|
10
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$3.8M
|
–
|
–
|
–
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$3.58M
|
-$1.21M
|
-36,644
|
-25%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
-$1.51M
|
-45,765
|
-29%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$3.54M
|
+$82.8K
|
+2,513
|
+2%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$3.46M
|
+$1.38K
|
+42
|
+0%
|
|
|
15
|
RiverTree Advisors
Winter Park,
Florida
|
$3.41M
|
-$941K
|
-28,567
|
-21%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$3.29M
|
-$146K
|
-4,430
|
-4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.58M
|
+$190K
|
+5,767
|
+8%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
-$49K
|
-1,488
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$749K
|
+22,735
|
+53%
|
|
|
20
|
|
$1.99M
|
+$2.03M
|
+61,654
|
New
|
|
|
21
|
Epic Trust Investment Advisors
Richland,
Washington
|
$1.89M
|
-$27.5K
|
-833
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.86M
|
-$827K
|
-25,108
|
-30%
|
|
|
23
|
|
$1.6M
|
+$806K
|
+24,443
|
+97%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.5M
|
-$357K
|
-10,827
|
-19%
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.42M
|
+$444K
|
+13,485
|
+44%
|
|
