|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$540M
|
-$161M
|
-6,302,178
|
-24%
|
|
|
2
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$13.7M
|
+$1.99M
|
+78,094
|
+18%
|
|
|
3
|
Evernest Financial Advisors
Carmel,
Indiana
|
$11.1M
|
+$302K
|
+11,836
|
+3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.91M
|
+$247K
|
+9,664
|
+3%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$9.5M
|
+$8.91M
|
+349,227
|
New
|
|
|
6
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$6.19M
|
+$2.08M
|
+81,695
|
+56%
|
|
|
7
|
SK Wealth Management
Providence,
Rhode Island
|
$4.26M
|
+$696K
|
+27,282
|
+22%
|
|
|
8
|
Wealth Quarterback
Toms River,
New Jersey
|
$3.64M
|
-$141K
|
-5,522
|
-4%
|
|
|
9
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3.18M
|
+$388K
|
+15,203
|
+15%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$1.57M
|
+$823K
|
+32,266
|
+127%
|
|
|
11
|
|
$1.34M
|
+$166K
|
+6,507
|
+15%
|
|
|
12
|
Dentgroup
Baton Rouge,
Louisiana
|
$836K
|
-$129K
|
-5,047
|
-14%
|
|
|
13
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$778K
|
+$730K
|
+28,608
|
New
|
|
|
14
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$778K
|
+$17.1K
|
+670
|
+2%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$701K
|
+$209K
|
+8,192
|
+47%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$628K
|
+$31.5K
|
+1,235
|
+6%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$595K
|
+$559K
|
+21,895
|
New
|
|
|
18
|
MFA Wealth Services
Thousand Oaks,
California
|
$572K
|
+$97.2K
|
+3,812
|
+22%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$494K
|
+$152K
|
+5,946
|
+49%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$476K
|
+$447K
|
+17,513
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$424K
|
-$17.6K
|
-688
|
-4%
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$359K
|
+$43.9K
|
+1,721
|
+15%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$354K
|
+$332K
|
+13,026
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$354K
|
-$378K
|
-14,816
|
-53%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$348K
|
+$1.91K
|
+75
|
+0.6%
|
|
