|
1
|
Prudential Financial
Newark,
New Jersey
|
$47.5M
|
-$694K
|
-20,000
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
+$2.44M
|
+70,281
|
+36%
|
|
|
3
|
Ocean Park Asset Management
Santa Monica,
California
|
$7.87M
|
–
|
–
|
–
|
|
|
4
|
PFW Advisors
Atlanta,
Georgia
|
$4.83M
|
+$299K
|
+8,615
|
+7%
|
|
|
5
|
Adams Wealth Management
Logan,
Utah
|
$3.27M
|
+$606K
|
+17,473
|
+23%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$2.52M
|
+$498K
|
+14,350
|
+25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$328K
|
+9,447
|
+18%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.7M
|
-$295K
|
-8,512
|
-15%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
-$2.66M
|
-76,622
|
-64%
|
|
|
10
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.17M
|
+$26.2K
|
+754
|
+2%
|
|
|
11
|
Park Avenue Securities
New York
|
$1.13M
|
+$66.9K
|
+1,928
|
+6%
|
|
|
12
|
Rovin Capital
Mesa,
Arizona
|
$804K
|
+$81.6K
|
+2,351
|
+11%
|
|
|
13
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$735K
|
+$60.6K
|
+1,746
|
+9%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$698K
|
-$124K
|
-3,564
|
-15%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$679K
|
+$673K
|
+19,377
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$614K
|
+$609K
|
+17,533
|
New
|
|
|
17
|
Equitable Holdings
New York
|
$492K
|
+$34.7K
|
+1,000
|
+8%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$490K
|
–
|
–
|
–
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$464K
|
–
|
–
|
–
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$244K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$105K
|
+$104K
|
+3,000
|
New
|
|
|
22
|
|
$43.9K
|
-$35
|
-1
|
-0.1%
|
|
|
23
|
Steph & Co
Marinette,
Wisconsin
|
$15.6K
|
+$15.4K
|
+445
|
New
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$288K
|
-8,273
|
Closed
|
|
