|
1
|
|
$11.1M
|
+$1.31M
|
+57,835
|
+14%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.72M
|
+$6.65M
|
+292,664
|
New
|
|
|
3
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.77M
|
-$173K
|
-7,609
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$160K
|
+7,054
|
+3%
|
|
|
5
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.18M
|
-$39.6K
|
-1,745
|
-2%
|
|
|
6
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2M
|
+$30K
|
+1,319
|
+2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.88M
|
-$338K
|
-14,888
|
-15%
|
|
|
8
|
Seed Wealth Management
Evanston,
Illinois
|
$1.67M
|
-$328K
|
-14,435
|
-17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
-$982K
|
-43,251
|
-41%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
+$1.39M
|
+61,092
|
New
|
|
|
11
|
Rockefeller Capital Management
New York
|
$1.16M
|
-$3.82M
|
-168,362
|
-77%
|
|
|
12
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.04M
|
+$29.7K
|
+1,309
|
+3%
|
|
|
13
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$819K
|
+$27.6K
|
+1,215
|
+4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$749K
|
+$741K
|
+32,612
|
New
|
|
|
15
|
Strategic Wealth Partners
Independence,
Ohio
|
$713K
|
-$5.31K
|
-234
|
-0.7%
|
|
|
16
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$693K
|
-$10.5K
|
-464
|
-2%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$651K
|
+$21.4K
|
+943
|
+3%
|
|
|
18
|
Beacon Financial Group
Dallas,
Texas
|
$637K
|
-$235K
|
-10,361
|
-27%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$602K
|
+$595K
|
+26,218
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$589K
|
-$204K
|
-8,970
|
-26%
|
|
|
21
|
Golden Green
Seneca,
South Carolina
|
$582K
|
+$58.1K
|
+2,558
|
+11%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$422K
|
+$417K
|
+18,375
|
New
|
|
|
23
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$421K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$392K
|
–
|
–
|
–
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$374K
|
-$31K
|
-1,363
|
-8%
|
|
