|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$109M
|
+$114M
|
+4,061,111
|
New
|
|
|
2
|
Evernest Financial Advisors
Carmel,
Indiana
|
$9.54M
|
+$2.64M
|
+94,559
|
+36%
|
|
|
3
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$5M
|
-$201K
|
-7,190
|
-4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.86M
|
-$1.44M
|
-51,463
|
-22%
|
|
|
5
|
SK Wealth Management
Providence,
Rhode Island
|
$2.27M
|
+$25.7K
|
+920
|
+1%
|
|
|
6
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.44M
|
+$1.5M
|
+53,747
|
New
|
|
|
7
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.25M
|
+$37.8K
|
+1,352
|
+3%
|
|
|
8
|
|
$1.23M
|
+$33.2K
|
+1,187
|
+3%
|
|
|
9
|
|
$1.12M
|
+$1.17M
|
+41,697
|
New
|
|
|
10
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$698K
|
+$450K
|
+16,072
|
+162%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$658K
|
+$341K
|
+12,182
|
+99%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$591K
|
+$10.4K
|
+372
|
+2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$487K
|
-$138K
|
-4,919
|
-21%
|
|
|
14
|
MFA Wealth Services
Thousand Oaks,
California
|
$454K
|
+$473K
|
+16,895
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$447K
|
+$15K
|
+536
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$327K
|
-$14.8K
|
-528
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$292K
|
+$304K
|
+10,870
|
New
|
|
|
18
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$289K
|
+$301K
|
+10,747
|
New
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$284K
|
-$5.48K
|
-196
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209K
|
+$193K
|
+6,900
|
+786%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$200K
|
+$68.5K
|
+2,450
|
+49%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69K
|
+$71.8K
|
+2,568
|
New
|
|
|
24
|
Principal Securities
Des Moines,
Iowa
|
$32.9K
|
+$13.1K
|
+468
|
+62%
|
|
|
25
|
|
$23K
|
-$28
|
-1
|
-0.1%
|
|
