|
1
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$11.5M
|
+358,190
|
New
|
|
|
2
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$6.16M
|
-$6.63M
|
-206,868
|
-51%
|
|
|
3
|
GTS Financial
Bloomington,
Minnesota
|
$4.46M
|
+$5.3M
|
+165,487
|
New
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.3M
|
-$184K
|
-5,740
|
-4%
|
|
|
5
|
Cox Capital Management
Andover,
Massachusetts
|
$2.5M
|
+$68.2K
|
+2,128
|
+3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.03M
|
-$514K
|
-16,053
|
-32%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$1M
|
+$44.1K
|
+1,376
|
+4%
|
|
|
8
|
&Partners
Nashville,
Tennessee
|
$892K
|
+$157K
|
+4,903
|
+20%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$775K
|
+$236K
|
+7,369
|
+42%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$722K
|
+$84.1K
|
+2,625
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$699K
|
+$61.7K
|
+1,926
|
+9%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$679K
|
+$705K
|
+22,009
|
New
|
|
|
13
|
Victory Financial Group
Austin,
Texas
|
$625K
|
-$2.77M
|
-86,559
|
-81%
|
|
|
14
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$434K
|
+$103K
|
+3,215
|
+30%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$434K
|
+$103K
|
+3,215
|
+30%
|
|
|
16
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$41.2K
|
+$224
|
+7
|
+0.5%
|
|
|
17
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$40.1K
|
+$41.6K
|
+1,300
|
New
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$12.3K
|
+$12.8K
|
+400
|
New
|
|
|
19
|
Delta Investment Management
San Francisco,
California
|
–
|
-$4.3M
|
-132,392
|
Closed
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$71.5K
|
-2,200
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.9K
|
-120
|
Closed
|
|
