|
1
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$25.6M
|
-$805K
|
-14,430
|
-3%
|
|
|
2
|
|
$19.9M
|
-$500K
|
-8,966
|
-2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$1.59M
|
+28,534
|
+11%
|
|
|
4
|
Capital Planning
Bellevue,
Washington
|
$5.08M
|
+$5.08M
|
+90,940
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
+$160K
|
+2,874
|
+5%
|
|
|
6
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$2.9M
|
+$2.9M
|
+52,013
|
New
|
|
|
7
|
|
$2.77M
|
+$2.77M
|
+49,691
|
New
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.62M
|
+$471K
|
+8,433
|
+22%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.32M
|
+$2.32M
|
+41,555
|
New
|
|
|
10
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.11M
|
+$43.9K
|
+786
|
+2%
|
|
|
11
|
Delta Investment Management
San Francisco,
California
|
$1.66M
|
+$1.66M
|
+29,700
|
New
|
|
|
12
|
Foresight Wealth Management
Draper,
Utah
|
$1.04M
|
+$62.6K
|
+1,122
|
+6%
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$790K
|
+$791K
|
+14,174
|
New
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$776K
|
+$95K
|
+1,702
|
+14%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$709K
|
+$456K
|
+8,173
|
+180%
|
|
|
16
|
|
$568K
|
+$569K
|
+10,190
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$543K
|
–
|
–
|
–
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$514K
|
-$64.4K
|
-1,154
|
-11%
|
|
|
19
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$31.9K
|
+571
|
+52%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$75K
|
+$24.4K
|
+438
|
+49%
|
|
|
22
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
23
|
Financial Advantage
Columbia,
Maryland
|
$41K
|
+$41.6K
|
+746
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$30K
|
+$30K
|
+537
|
New
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
$21K
|
+$20.7K
|
+371
|
New
|
|
