|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$582M
|
+$1.05M
|
+37,104
|
+0.2%
|
|
|
2
|
Evernest Financial Advisors
Carmel,
Indiana
|
$11.8M
|
-$25.3K
|
-893
|
-0.2%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$11.4M
|
+$1.21M
|
+42,715
|
+12%
|
|
|
4
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$11.4M
|
-$3.17M
|
-111,874
|
-22%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$322K
|
-11,343
|
-3%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$8.73M
|
+$8.48M
|
+299,008
|
New
|
|
|
7
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$6.51M
|
-$129K
|
-4,544
|
-2%
|
|
|
8
|
SK Wealth Management
Providence,
Rhode Island
|
$4.62M
|
+$171K
|
+6,046
|
+4%
|
|
|
9
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.59M
|
+$1.14M
|
+40,353
|
+35%
|
|
|
10
|
Wealth Quarterback
Toms River,
New Jersey
|
$4.08M
|
+$162K
|
+5,713
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.42M
|
+$1.98M
|
+69,983
|
+547%
|
|
|
12
|
MFA Wealth Services
Thousand Oaks,
California
|
$2.1M
|
+$1.44M
|
+50,816
|
+242%
|
|
|
13
|
|
$1.91M
|
+$456K
|
+16,096
|
+33%
|
|
|
14
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.67M
|
+$753K
|
+26,543
|
+86%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$923K
|
+$380K
|
+13,417
|
+74%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$865K
|
+$526K
|
+18,546
|
+168%
|
|
|
17
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$865K
|
+$28.4K
|
+1,002
|
+4%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$814K
|
+$791K
|
+27,879
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$704K
|
+$28.5K
|
+1,006
|
+4%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$665K
|
+$646K
|
+22,768
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$552K
|
+$226K
|
+7,958
|
+72%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$501K
|
+$486K
|
+17,143
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$475K
|
-$270K
|
-9,507
|
-37%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$475K
|
-$160K
|
-5,642
|
-26%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$434K
|
-$21.6K
|
-760
|
-5%
|
|
