|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$17.4M
|
+$582K
|
+14,189
|
+4%
|
|
|
2
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11.9M
|
+$1.42M
|
+34,666
|
+14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.93M
|
+$1.09M
|
+26,517
|
+14%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$6.28M
|
+$62.5K
|
+1,524
|
+1%
|
|
|
5
|
Legacy Financial Advisors
Covington,
Kentucky
|
$6.27M
|
+$777K
|
+18,941
|
+14%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$4M
|
+$621K
|
+15,135
|
+19%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$3.11M
|
+$3.05M
|
+74,350
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.41M
|
-$77.2K
|
-1,881
|
-3%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$691K
|
+16,840
|
+111%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.22M
|
+$282K
|
+6,879
|
+31%
|
|
|
11
|
|
$995K
|
-$503K
|
-12,247
|
-34%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$924K
|
+$14.2K
|
+347
|
+2%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$853K
|
-$118K
|
-2,871
|
-12%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$834K
|
+$818K
|
+19,936
|
New
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$684K
|
+$146K
|
+3,565
|
+28%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$663K
|
+$337K
|
+8,222
|
+108%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$512K
|
+$31.1K
|
+757
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$351K
|
+$61.5K
|
+1,500
|
+22%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$309K
|
+$303K
|
+7,390
|
New
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$306K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$296K
|
+$291K
|
+7,090
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$13K
|
+$13.2K
|
+322
|
New
|
|
|
23
|
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
–
|
-$79.5M
|
-1,933,112
|
Closed
|
|
|
24
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$5.01M
|
-122,500
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$659K
|
-16,042
|
Closed
|
|
