|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$661M
|
+$596M
|
+22,116,133
|
+545%
|
|
|
2
|
|
$19.4M
|
+$20.7M
|
+768,423
|
New
|
|
|
3
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$10.7M
|
+$11.5M
|
+424,825
|
New
|
|
|
4
|
Evernest Financial Advisors
Carmel,
Indiana
|
$9.96M
|
+$1.07M
|
+39,702
|
+11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.95M
|
+$4.69M
|
+174,049
|
+96%
|
|
|
6
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$3.68M
|
+$3.93M
|
+145,859
|
New
|
|
|
7
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$3.6M
|
-$1.17M
|
-43,252
|
-23%
|
|
|
8
|
Wealth Quarterback
Toms River,
New Jersey
|
$3.52M
|
+$3.76M
|
+139,436
|
New
|
|
|
9
|
SK Wealth Management
Providence,
Rhode Island
|
$2.89M
|
+$1.12M
|
+41,408
|
+49%
|
|
|
10
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.56M
|
+$1.29M
|
+47,858
|
+89%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.01M
|
+$2.15M
|
+79,804
|
New
|
|
|
12
|
|
$1.08M
|
-$77.5K
|
-2,874
|
-6%
|
|
|
13
|
Dentgroup
Baton Rouge,
Louisiana
|
$904K
|
-$284K
|
-10,553
|
-23%
|
|
|
14
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$705K
|
+$52.6K
|
+1,953
|
+8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$703K
|
+$541K
|
+20,065
|
+258%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$642K
|
+$685K
|
+25,417
|
New
|
|
|
17
|
|
$571K
|
+$611K
|
+22,656
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$552K
|
-$3.64K
|
-135
|
-0.6%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$444K
|
-$186K
|
-6,889
|
-28%
|
|
|
20
|
MFA Wealth Services
Thousand Oaks,
California
|
$435K
|
+$8.98K
|
+333
|
+2%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$411K
|
-$48.9K
|
-1,813
|
-10%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$328K
|
+$350K
|
+12,978
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
+$49.6K
|
+1,839
|
+17%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$309K
|
+$2.24K
|
+83
|
+0.7%
|
|
|
25
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$290K
|
+$19.8K
|
+734
|
+7%
|
|
