|
51
|
Independent Financial Group
San Diego,
California
|
$494K
|
+$87K
|
+1,714
|
+21%
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$467K
|
+$482K
|
+9,489
|
New
|
|
|
53
|
Chicago Wealth Management
Chicago,
Illinois
|
$441K
|
-$7.05K
|
-139
|
-2%
|
|
|
54
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$401K
|
+$15K
|
+295
|
+4%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$385K
|
-$18.5K
|
-364
|
-4%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$385K
|
-$18.5K
|
-364
|
-4%
|
|
|
57
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$383K
|
+$24.1K
|
+475
|
+7%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$375K
|
+$386K
|
+7,606
|
New
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$350K
|
+$361K
|
+7,116
|
New
|
|
|
60
|
Freedom Investment Management
Hartford,
Connecticut
|
$335K
|
-$304
|
-6
|
-0.1%
|
|
|
61
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$321K
|
-$14.3K
|
-281
|
-4%
|
|
|
62
|
Atria Wealth Solutions
New York
|
$264K
|
-$3.04K
|
-60
|
-1%
|
|
|
63
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$246K
|
–
|
–
|
–
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$211K
|
+$218K
|
+4,294
|
New
|
|
|
65
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$105K
|
+$108K
|
+2,128
|
New
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$102K
|
–
|
–
|
–
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
-$173K
|
-3,403
|
-68%
|
|
|
68
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$43.9K
|
-$41.9K
|
-826
|
-48%
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$37.1K
|
+$812
|
+16
|
+2%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
+$37.3K
|
+735
|
New
|
|
|
71
|
Kestra Investment Management
Austin,
Texas
|
$19K
|
+$19.6K
|
+386
|
New
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$14.3K
|
-$7.51K
|
-148
|
-34%
|
|
|
73
|
Allworth Financial
Folsom,
California
|
$12.5K
|
+$12.4K
|
+245
|
New
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.4K
|
–
|
–
|
–
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$9.9K
|
-$3.81K
|
-75
|
-27%
|
|
