|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
+$1.51M
|
+34,308
|
+5%
|
|
|
2
|
Grant Private Wealth Management
Pleasanton,
California
|
$28.2M
|
+$26.6M
|
+604,354
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
-$1.36M
|
-30,912
|
-6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
-$90.6K
|
-2,056
|
-0.5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.4M
|
+$1.03M
|
+23,488
|
+7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$11.9M
|
-$449K
|
-10,202
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$6.37M
|
-144,487
|
-38%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$9.25M
|
+$2.15M
|
+48,877
|
+33%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.43M
|
-$134K
|
-3,048
|
-2%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.22M
|
-$414K
|
-9,397
|
-5%
|
|
|
11
|
MGO One Seven
Beachwood,
Ohio
|
$7.96M
|
+$270K
|
+6,139
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.3M
|
+$1.31M
|
+29,820
|
+24%
|
|
|
13
|
Schulz Wealth
Mansfield,
Texas
|
$7.16M
|
-$175K
|
-3,977
|
-3%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$6.55M
|
-$7.77M
|
-176,381
|
-56%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$5.85M
|
-$461K
|
-10,474
|
-8%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$5.33M
|
+$280K
|
+6,352
|
+6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.84M
|
-$2.86M
|
-64,990
|
-39%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$4.74M
|
-$1.31M
|
-29,645
|
-23%
|
|
|
19
|
NovaPoint Capital
Atlanta,
Georgia
|
$4.62M
|
-$128K
|
-2,909
|
-3%
|
|
|
20
|
Armis Advisers
Atlanta,
Georgia
|
$4.46M
|
-$114K
|
-2,589
|
-3%
|
|
|
21
|
Novem Group
Rochester,
New York
|
$3.78M
|
-$91.4K
|
-2,075
|
-2%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.71M
|
+$1.49M
|
+33,723
|
+74%
|
|
|
23
|
REAP Financial Group
Austin,
Texas
|
$3.53M
|
-$187K
|
-4,234
|
-5%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.43M
|
-$545K
|
-12,368
|
-14%
|
|
|
25
|
Keystone Wealth Services
Palm Desert,
California
|
$3.11M
|
+$39.7K
|
+900
|
+1%
|
|
