|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$693K
|
+$134K
|
+4,318
|
+24%
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$676K
|
+$52K
|
+1,674
|
+8%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$663K
|
+$170K
|
+5,460
|
+34%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$636K
|
+$643K
|
+20,695
|
New
|
|
|
30
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$602K
|
+$104K
|
+3,358
|
+21%
|
|
|
31
|
Wealth Alliance
Mellville,
New York
|
$591K
|
+$311K
|
+10,000
|
+108%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$569K
|
+$200K
|
+6,428
|
+53%
|
|
|
33
|
Koshinski Asset Management
Decatur,
Illinois
|
$547K
|
-$2.33K
|
-75
|
-0.4%
|
|
|
34
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$536K
|
+$17.2K
|
+555
|
+3%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$530K
|
+$289K
|
+9,313
|
+118%
|
|
|
36
|
ACAS LLC
Rancho Santa Fe,
California
|
$485K
|
+$7.76K
|
+250
|
+2%
|
|
|
37
|
InterOcean Capital Group
Nashville,
Tennessee
|
$466K
|
–
|
–
|
–
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$435K
|
+$440K
|
+14,161
|
New
|
|
|
39
|
SageView Advisory Group
Newport Beach,
California
|
$419K
|
+$11.2K
|
+361
|
+3%
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$416K
|
+$414K
|
+13,329
|
+6,665%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$385K
|
+$119K
|
+3,838
|
+44%
|
|
|
42
|
Alera Investment Advisors
Deerfield,
Illinois
|
$348K
|
-$81.3K
|
-2,619
|
-19%
|
|
|
43
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
44
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$341K
|
+$36.9K
|
+1,188
|
+12%
|
|
|
45
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$307K
|
+$311K
|
+10,000
|
New
|
|
|
46
|
Cypress Wealth Services
Palm Desert,
California
|
$301K
|
+$304K
|
+9,793
|
New
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$289K
|
-$34.2K
|
-1,100
|
-10%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$278K
|
+$281K
|
+9,060
|
New
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$272K
|
–
|
–
|
–
|
|
|
50
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
