|
1
|
Prudential Financial
Newark,
New Jersey
|
$47.9M
|
-$5.03M
|
-150,000
|
-10%
|
|
|
2
|
Ocean Park Asset Management
Santa Monica,
California
|
$7.82M
|
+$2.51M
|
+74,700
|
+50%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.83M
|
+$3.17M
|
+94,552
|
+93%
|
|
|
4
|
PFW Advisors
Atlanta,
Georgia
|
$4.49M
|
-$202K
|
-6,021
|
-4%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.14M
|
+$855K
|
+25,471
|
+27%
|
|
|
6
|
Adams Wealth Management
Logan,
Utah
|
$2.64M
|
+$74.2K
|
+2,211
|
+3%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$2M
|
+$882K
|
+26,276
|
+84%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.98M
|
-$189K
|
-5,625
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.79M
|
-$61.2K
|
-1,823
|
-3%
|
|
|
10
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.13M
|
+$372K
|
+11,091
|
+52%
|
|
|
11
|
Park Avenue Securities
New York
|
$1.05M
|
+$176K
|
+5,237
|
+21%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$817K
|
+$14.3K
|
+427
|
+2%
|
|
|
13
|
Rovin Capital
Mesa,
Arizona
|
$717K
|
+$3.73K
|
+111
|
+0.5%
|
|
|
14
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$678K
|
+$120K
|
+3,588
|
+23%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$487K
|
+$470K
|
+14,000
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$461K
|
+$444K
|
+13,242
|
New
|
|
|
17
|
Equitable Holdings
New York
|
$454K
|
+$438K
|
+13,050
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$288K
|
+$278K
|
+8,273
|
New
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
$240K
|
+$16.7K
|
+499
|
+8%
|
|
|
20
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$165K
|
+$128K
|
+3,800
|
+408%
|
|
|
21
|
|
$43.7K
|
+$42.1K
|
+1,255
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$22.1K
|
+$21.3K
|
+636
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6K
|
+$18K
|
+535
|
New
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.9K
|
–
|
–
|
–
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.48K
|
+$3.36K
|
+100
|
New
|
|
