|
1
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$13.2M
|
+$484K
|
+15,061
|
+4%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.71M
|
+$368K
|
+11,431
|
+9%
|
|
|
3
|
Delta Investment Management
San Francisco,
California
|
$4.3M
|
-$9.49M
|
-295,153
|
-69%
|
|
|
4
|
Victory Financial Group
Austin,
Texas
|
$3.47M
|
-$1.44M
|
-44,712
|
-30%
|
|
|
5
|
Cox Capital Management
Andover,
Massachusetts
|
$2.59M
|
+$11.9K
|
+370
|
+0.5%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.61M
|
-$108K
|
-3,374
|
-6%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$1.01M
|
+$64K
|
+1,992
|
+7%
|
|
|
8
|
&Partners
Nashville,
Tennessee
|
$778K
|
+$27.9K
|
+867
|
+4%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$675K
|
+$296K
|
+9,200
|
+79%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$674K
|
-$106K
|
-3,287
|
-14%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$580K
|
+$564K
|
+17,542
|
New
|
|
|
12
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$353K
|
+$349K
|
+10,855
|
New
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$353K
|
+$349K
|
+10,855
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$71.5K
|
+$70.7K
|
+2,200
|
New
|
|
|
15
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$43.2K
|
+$42.7K
|
+1,329
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.9K
|
-$4.31K
|
-134
|
-53%
|
|
|
17
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$3.04M
|
-95,000
|
Closed
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$12.8K
|
-400
|
Closed
|
|
|
19
|
|
–
|
-$2.44K
|
-76
|
Closed
|
|
