|
26
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.38M
|
-$129K
|
-3,178
|
-5%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$2.29M
|
+$2.24M
|
+54,904
|
New
|
|
|
28
|
Old Mission Capital
Chicago,
Illinois
|
$1.6M
|
+$289K
|
+7,097
|
+23%
|
|
|
29
|
Steward Partners Investment Advisory
New York
|
$1.58M
|
+$288K
|
+7,062
|
+23%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$1.3M
|
+$564K
|
+13,851
|
+79%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$250K
|
+6,147
|
+26%
|
|
|
32
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.13M
|
+$2.04K
|
+50
|
+0.2%
|
|
|
33
|
Fermata Advisors
Sonoma,
California
|
$1.09M
|
-$5.09K
|
-125
|
-0.5%
|
|
|
34
|
Tocqueville Asset Management
New York
|
$964K
|
+$67K
|
+1,645
|
+8%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$957K
|
+$570
|
+14
|
+0.1%
|
|
|
36
|
Stratos Investment Management
Beachwood,
Ohio
|
$823K
|
+$804K
|
+19,753
|
New
|
|
|
37
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$785K
|
-$29K
|
-712
|
-4%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$737K
|
–
|
–
|
–
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$710K
|
-$61.3K
|
-1,505
|
-8%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$643K
|
+$629K
|
+15,439
|
New
|
|
|
41
|
Fulton Bank
Lancaster,
Pennsylvania
|
$576K
|
–
|
–
|
–
|
|
|
42
|
Kestra Advisory Services
Austin,
Texas
|
$560K
|
+$520K
|
+12,774
|
+1,884%
|
|
|
43
|
Friday Financial
Dubuque,
Iowa
|
$477K
|
–
|
–
|
–
|
|
|
44
|
&Partners
Nashville,
Tennessee
|
$427K
|
-$32.4K
|
-797
|
-7%
|
|
|
45
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$399K
|
+$390K
|
+9,572
|
New
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$397K
|
+$25K
|
+613
|
+7%
|
|
|
47
|
WealthBridge Capital Management
Westerville,
Ohio
|
$390K
|
+$381K
|
+9,365
|
New
|
|
|
48
|
Regal Investment Advisors
Kentwood,
Michigan
|
$379K
|
-$20.8K
|
-511
|
-5%
|
|
|
49
|
Stifel Financial
St. Louis,
Missouri
|
$361K
|
-$35K
|
-859
|
-9%
|
|
|
50
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$302K
|
-$896
|
-22
|
-0.3%
|
|
