|
1
|
Childress Capital Advisors
Houston,
Texas
|
$28.9M
|
-$3.91M
|
-101,897
|
-12%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$26M
|
+$2.49M
|
+64,909
|
+10%
|
|
|
3
|
|
$20.1M
|
+$1.74M
|
+45,421
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
+$1.31M
|
+34,216
|
+7%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$16.8M
|
+$1.09M
|
+28,323
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$1.06M
|
+27,592
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$6.53M
|
+169,910
|
+95%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$1.25M
|
+32,424
|
+12%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10M
|
+$66K
|
+1,718
|
+0.7%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.33M
|
+$5.36M
|
+139,626
|
+522%
|
|
|
11
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$5.99M
|
+$240K
|
+6,255
|
+4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.61M
|
+$45.4K
|
+1,182
|
+0.8%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$5.6M
|
+$280K
|
+7,282
|
+5%
|
|
|
14
|
|
$5.2M
|
-$13.7M
|
-357,166
|
-72%
|
|
|
15
|
Bollard Group
Boston,
Massachusetts
|
$5.04M
|
+$68.2K
|
+1,775
|
+1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.8M
|
-$182K
|
-4,734
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.32M
|
+$837K
|
+21,783
|
+24%
|
|
|
18
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.17M
|
-$153K
|
-3,972
|
-4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.82M
|
+$218K
|
+5,680
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.77M
|
+$177K
|
+4,602
|
+5%
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.56M
|
+$124K
|
+3,218
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.49M
|
-$470K
|
-12,228
|
-12%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.42M
|
+$617K
|
+16,070
|
+22%
|
|
|
24
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$3.26M
|
+$19.5K
|
+508
|
+0.6%
|
|
|
25
|
LVZ Inc
Holland,
Michigan
|
$3.15M
|
+$565K
|
+14,705
|
+22%
|
|
