|
1
|
Compass Advisory Group
Melville,
New York
|
$25.7M
|
+$14.1M
|
+332,275
|
+117%
|
|
|
2
|
PFS Partners
Mine Hill,
New Jersey
|
$21.1M
|
-$37.2K
|
-878
|
-0.2%
|
|
|
3
|
Long Island Wealth Management
Melville,
New York
|
$19.7M
|
+$1.58M
|
+37,298
|
+9%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.77M
|
-$375K
|
-8,866
|
-4%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$9.24M
|
+$254K
|
+5,990
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.05M
|
-$1.2M
|
-28,415
|
-12%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$7.41M
|
+$2.37M
|
+56,034
|
+46%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.98M
|
+$833K
|
+19,672
|
+13%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$6.68M
|
+$2.41M
|
+56,845
|
+55%
|
|
|
10
|
Berkshire Money Management
Dalton,
Massachusetts
|
$6.23M
|
–
|
–
|
–
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$4.94M
|
+$112K
|
+2,637
|
+2%
|
|
|
12
|
BFI Wealth Solutions
Dallas,
Texas
|
$4.76M
|
+$92K
|
+2,172
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.41M
|
+$40.4K
|
+954
|
+0.9%
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.74M
|
+$4.24K
|
+100
|
+0.1%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.22M
|
+$156K
|
+3,690
|
+5%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.82M
|
-$1.14M
|
-26,929
|
-29%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.64M
|
-$268K
|
-6,330
|
-9%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$2.62M
|
+$10.2K
|
+242
|
+0.4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.17M
|
+$290K
|
+6,847
|
+15%
|
|
|
20
|
Investment Management Corporation
Roanoke,
Virginia
|
$2.16M
|
+$18.2K
|
+430
|
+0.8%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.02M
|
-$98.9K
|
-2,335
|
-5%
|
|
|
22
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$2M
|
+$438K
|
+10,331
|
+27%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
+$1.1M
|
+26,017
|
+147%
|
|
|
24
|
Wood Tarver Financial Group
Boise,
Idaho
|
$1.82M
|
-$6.61K
|
-156
|
-0.4%
|
|
|
25
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.53M
|
+$48.8K
|
+1,152
|
+3%
|
|
