|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13.7M
|
+$241K
|
+12,109
|
+2%
|
|
|
2
|
Harbour Investments
Madison,
Wisconsin
|
$3.45M
|
-$233K
|
-11,697
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.88M
|
+$230K
|
+11,579
|
+9%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.88M
|
+$230K
|
+11,579
|
+9%
|
|
|
5
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2.56M
|
-$13.5K
|
-677
|
-0.5%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.02M
|
+$2.01M
|
+100,881
|
New
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$1.63M
|
+$289K
|
+14,516
|
+22%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
+$1.22M
|
+61,147
|
New
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.14M
|
+$45.7K
|
+2,294
|
+4%
|
|
|
10
|
|
$820K
|
-$40.1K
|
-2,014
|
-5%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$500K
|
+$189K
|
+9,491
|
+61%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$342K
|
-$19.9K
|
-1,000
|
-6%
|
|
|
13
|
Hilltop National Bank
Casper,
Wyoming
|
$73.7K
|
+$73.4K
|
+3,688
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.4K
|
+$48.2K
|
+2,420
|
New
|
|
