|
1
|
3D/L Capital Management
Hartford,
Connecticut
|
$27.2M
|
-$724K
|
-21,143
|
-3%
|
|
|
2
|
Lifestyle Asset Management
Friendswood,
Texas
|
$17.6M
|
+$288K
|
+8,398
|
+2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
-$469K
|
-13,700
|
-4%
|
|
|
4
|
Allen Capital Group
Grand Island,
Nebraska
|
$7.96M
|
+$7.77M
|
+227,080
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.81M
|
-$157K
|
-4,589
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.86M
|
-$212K
|
-6,191
|
-3%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$6.28M
|
+$116K
|
+3,385
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.75M
|
-$775K
|
-22,631
|
-14%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.1M
|
-$426K
|
-12,429
|
-10%
|
|
|
10
|
SMART Wealth
Omaha,
Nebraska
|
$3.37M
|
-$475K
|
-13,860
|
-13%
|
|
|
11
|
Keystone Wealth Services
Palm Desert,
California
|
$3.12M
|
–
|
–
|
–
|
|
|
12
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.96M
|
-$155K
|
-4,517
|
-5%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$2.38M
|
-$38.9K
|
-1,137
|
-2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.33M
|
-$1.28M
|
-37,332
|
-36%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
-$135K
|
-3,949
|
-6%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$1.94M
|
-$4.04M
|
-118,084
|
-68%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.76M
|
–
|
–
|
–
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.76M
|
+$751K
|
+21,930
|
+77%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.74M
|
-$131K
|
-3,833
|
-7%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.63M
|
-$8.64M
|
-252,264
|
-84%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.62M
|
-$51.7K
|
-1,510
|
-3%
|
|
|
22
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$1.62M
|
+$767K
|
+22,400
|
+94%
|
|
|
23
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.61M
|
+$1.55M
|
+45,264
|
New
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$1.59M
|
–
|
–
|
–
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.44M
|
-$149K
|
-4,340
|
-10%
|
|
