|
1
|
|
$12.2M
|
+$987K
|
+43,416
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.78M
|
+$6.25M
|
+274,884
|
+449%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.97M
|
+$191K
|
+8,410
|
+3%
|
|
|
4
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.9M
|
+$75.3K
|
+3,312
|
+1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.39M
|
+$5.06M
|
+222,871
|
+2,217%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.37M
|
-$2.03M
|
-89,204
|
-38%
|
|
|
7
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$3.01M
|
+$2.96M
|
+130,119
|
New
|
|
|
8
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.37M
|
+$2.32M
|
+101,955
|
New
|
|
|
9
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.07M
|
-$124K
|
-5,464
|
-6%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.81M
|
+$385K
|
+16,950
|
+28%
|
|
|
11
|
Seed Wealth Management
Evanston,
Illinois
|
$1.45M
|
-$223K
|
-9,830
|
-14%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.24M
|
-$644K
|
-28,324
|
-35%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.06M
|
-$105K
|
-4,633
|
-9%
|
|
|
14
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$868K
|
-$213K
|
-9,386
|
-20%
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
$775K
|
+$116K
|
+5,100
|
+18%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$743K
|
+$729K
|
+32,098
|
New
|
|
|
17
|
Beacon Financial Group
Dallas,
Texas
|
$646K
|
+$3.98K
|
+175
|
+0.6%
|
|
|
18
|
Strategic Wealth Partners
Independence,
Ohio
|
$641K
|
-$76.9K
|
-3,386
|
-11%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$611K
|
+$3.91K
|
+172
|
+0.7%
|
|
|
20
|
Paulson Wealth Management
Wheaton,
Illinois
|
$572K
|
-$1.42M
|
-62,480
|
-72%
|
|
|
21
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$549K
|
-$147K
|
-6,462
|
-21%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$545K
|
-$48.3K
|
-2,126
|
-8%
|
|
|
23
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$453K
|
-$366K
|
-16,098
|
-45%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$433K
|
+$177K
|
+7,768
|
+71%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$395K
|
–
|
–
|
–
|
|
