|
1
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$41M
|
+1,231,825
|
New
|
|
|
2
|
Astor Investment Management
Chicago,
Illinois
|
$23.1M
|
+$22M
|
+661,549
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$16M
|
+480,194
|
+436%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$19.8M
|
+$5.47M
|
+164,481
|
+41%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.3M
|
-$1.66M
|
-50,036
|
-10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$1.02M
|
-30,536
|
-8%
|
|
|
7
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$10.3M
|
-$111K
|
-3,326
|
-1%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.91M
|
-$78.8K
|
-2,369
|
-1%
|
|
|
9
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.63M
|
–
|
–
|
–
|
|
|
10
|
Legacy Capital Group California
Los Gatos,
California
|
$4.29M
|
+$4.08M
|
+122,671
|
New
|
|
|
11
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$4.12M
|
-$4.16K
|
-125
|
-0.1%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4M
|
-$670K
|
-20,141
|
-15%
|
|
|
13
|
RiverTree Advisors
Winter Park,
Florida
|
$3.82M
|
+$115K
|
+3,471
|
+3%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$3.7M
|
-$40K
|
-1,202
|
-1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.58M
|
-$243K
|
-7,293
|
-7%
|
|
|
16
|
Signal Advisors Wealth
Detroit,
Michigan
|
$3.42M
|
+$3.25M
|
+97,808
|
New
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$3.31M
|
-$243K
|
-7,300
|
-7%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$3.2M
|
+$1.62M
|
+48,721
|
+114%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.88M
|
+$74.6K
|
+2,242
|
+3%
|
|
|
20
|
REAP Financial Group
Austin,
Texas
|
$2.63M
|
+$2.5M
|
+75,252
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.57M
|
+$251K
|
+7,542
|
+11%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.26M
|
-$70.5K
|
-2,119
|
-3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.07M
|
+$51.1K
|
+1,537
|
+3%
|
|
|
24
|
Epic Trust Investment Advisors
Richland,
Washington
|
$2.05M
|
–
|
–
|
–
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$1.92M
|
-$1.9M
|
-57,053
|
-51%
|
|
