|
1
|
|
$18.3M
|
-$6.98M
|
-232,144
|
-27%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.79M
|
+59,471
|
+13%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.01M
|
-$1.15M
|
-38,100
|
-14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.33M
|
-$411K
|
-13,662
|
-7%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.84M
|
+$964K
|
+32,029
|
+32%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.69M
|
+$108K
|
+3,578
|
+3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$3.65M
|
+$3.82M
|
+127,116
|
New
|
|
|
8
|
SFI Advisors
Montclair,
New Jersey
|
$2.16M
|
-$502K
|
-16,695
|
-18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.09M
|
+$9.42K
|
+313
|
+0.4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.87M
|
-$301K
|
-10,015
|
-13%
|
|
|
11
|
International Assets Investment Management
Orlando,
Florida
|
$1.7M
|
-$2.08M
|
-69,165
|
-54%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.69M
|
+$1.08M
|
+35,990
|
+157%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.55M
|
+$406K
|
+13,480
|
+33%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.39M
|
-$304K
|
-10,113
|
-17%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.26M
|
+$83.3K
|
+2,767
|
+7%
|
|
|
16
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.24M
|
+$428K
|
+14,235
|
+49%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.15M
|
+$1.21M
|
+40,084
|
New
|
|
|
18
|
Quantum Private Wealth
Tampa,
Florida
|
$1.12M
|
-$220K
|
-7,309
|
-16%
|
|
|
19
|
Marshall Investment Management
Littleton,
Colorado
|
$1.04M
|
+$1.08M
|
+35,771
|
New
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$990K
|
-$3.61K
|
-120
|
-0.3%
|
|
|
21
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$896K
|
-$63.8K
|
-2,121
|
-6%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$894K
|
+$143K
|
+4,762
|
+18%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$829K
|
+$575K
|
+19,096
|
+196%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$801K
|
+$4.48K
|
+149
|
+0.5%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$733K
|
-$1,000K
|
-33,227
|
-57%
|
|
