|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$37.4M
|
+$513K
|
+9,814
|
+1%
|
|
|
2
|
First Trust Advisors
Wheaton,
Illinois
|
$34.4M
|
-$3.42M
|
-65,367
|
-9%
|
|
|
3
|
|
$20.9M
|
-$3.8M
|
-72,722
|
-15%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$848K
|
+16,210
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.45M
|
+$1.13M
|
+21,655
|
+21%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.16M
|
-$120K
|
-2,293
|
-3%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$3.85M
|
+$518K
|
+9,910
|
+15%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.42M
|
+$42.7K
|
+816
|
+1%
|
|
|
9
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$3.36M
|
-$185K
|
-3,542
|
-5%
|
|
|
10
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$2.99M
|
+$309K
|
+5,911
|
+11%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.94M
|
+$249K
|
+4,754
|
+9%
|
|
|
12
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.54M
|
+$270K
|
+5,168
|
+12%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$2.38M
|
+$2.41M
|
+46,123
|
New
|
|
|
14
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.27M
|
-$569K
|
-10,869
|
-20%
|
|
|
15
|
Flow Traders U.S.
New York
|
$2.06M
|
+$1.01M
|
+19,381
|
+95%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.76M
|
+$37.2K
|
+711
|
+2%
|
|
|
17
|
|
$1.61M
|
-$740K
|
-14,144
|
-31%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$1.51M
|
-$628
|
-12
|
-0%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.43M
|
+$115K
|
+2,191
|
+9%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$1.25M
|
-$66.7K
|
-1,275
|
-5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.24M
|
-$77.1K
|
-1,474
|
-6%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.24M
|
+$103K
|
+1,962
|
+9%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$1.22M
|
+$72.8K
|
+1,392
|
+6%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.2M
|
-$342K
|
-6,528
|
-22%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.17M
|
+$564K
|
+10,780
|
+91%
|
|
