|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$78.3M
|
-$1.37M
|
-45,798
|
-2%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$39.2M
|
+$5.1M
|
+170,474
|
+16%
|
|
|
3
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$31.4M
|
+$23.5M
|
+785,710
|
+354%
|
|
|
4
|
Integral Investment Advisors
Turlock,
California
|
$24.4M
|
-$4.7M
|
-157,240
|
-17%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.1M
|
+$8.81M
|
+294,342
|
+61%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$20.7M
|
+$19.9M
|
+664,414
|
New
|
|
|
7
|
L.J. Altfest & Co
New York
|
$20.5M
|
-$55.3K
|
-1,850
|
-0.3%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$20.4M
|
+$2.25M
|
+75,304
|
+13%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$14.4M
|
+479,800
|
+779%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
-$148K
|
-4,946
|
-1%
|
|
|
11
|
Ascent Wealth Partners
New Hartford,
New York
|
$14.2M
|
+$502K
|
+16,782
|
+4%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
-$216K
|
-7,224
|
-2%
|
|
|
13
|
Soltis Investment Advisors
St. George,
Utah
|
$9.88M
|
+$9.48M
|
+316,701
|
New
|
|
|
14
|
Berkshire Money Management
Dalton,
Massachusetts
|
$8.87M
|
+$4.63M
|
+154,618
|
+119%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$7.36M
|
+$7.06M
|
+235,825
|
New
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$7.26M
|
+$6.96M
|
+232,580
|
New
|
|
|
17
|
InterOcean Capital Group
Nashville,
Tennessee
|
$5.99M
|
-$2.49M
|
-83,327
|
-30%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.88M
|
+$1.99M
|
+66,600
|
+54%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.1M
|
+$15K
|
+501
|
+0.4%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$3.75M
|
+$74.7K
|
+2,496
|
+2%
|
|
|
21
|
Keystone Wealth Services
Palm Desert,
California
|
$3.16M
|
–
|
–
|
–
|
|
|
22
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$3.07M
|
-$228K
|
-7,606
|
-7%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.84M
|
+$278K
|
+9,288
|
+11%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.82M
|
+$150K
|
+5,007
|
+6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.76M
|
-$974K
|
-32,547
|
-27%
|
|
