|
1
|
|
$35.6M
|
-$715K
|
-14,001
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
-$4.03M
|
-78,833
|
-16%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.5M
|
+$17M
|
+332,429
|
+631%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
+$4.95M
|
+96,785
|
+38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$5.22M
|
+102,201
|
+54%
|
|
|
6
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$15.7M
|
+$10.2M
|
+200,572
|
+249%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$15.3M
|
+$642K
|
+12,555
|
+5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$1.77M
|
+34,605
|
+15%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$13.8M
|
+$12.9K
|
+253
|
+0.1%
|
|
|
10
|
Sterling Financial Group
Pasadena,
California
|
$13.7M
|
+$12.6M
|
+246,456
|
New
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.5M
|
+$2.28M
|
+44,686
|
+25%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$10.2M
|
+$9.04M
|
+176,881
|
+2,608%
|
|
|
13
|
Frontier Asset Management
Sheridan,
Wyoming
|
$9.8M
|
-$342K
|
-6,702
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.14M
|
+$1.14M
|
+22,236
|
+16%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$7.67M
|
+$3M
|
+58,721
|
+74%
|
|
|
16
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$7.43M
|
+$70.3K
|
+1,375
|
+1%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.46M
|
-$70K
|
-1,370
|
-2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$3.63M
|
+$402K
|
+7,873
|
+14%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.92M
|
+$2.67M
|
+52,302
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.7M
|
+$2.47M
|
+48,382
|
New
|
|
|
21
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.57M
|
-$312K
|
-6,114
|
-12%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.54M
|
-$3.45M
|
-67,572
|
-60%
|
|
|
23
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.07M
|
+$604K
|
+11,816
|
+47%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$1.49M
|
+29,101
|
+631%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.53M
|
-$237K
|
-4,633
|
-14%
|
|
