|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$71.4M
|
-$783K
|
-26,136
|
-1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35M
|
-$10.6M
|
-354,589
|
-23%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$21.9M
|
-$3.56K
|
-119
|
-0%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$19.7M
|
+$8.84M
|
+295,054
|
+82%
|
|
|
5
|
L.J. Altfest & Co
New York
|
$15.9M
|
+$15.8M
|
+526,996
|
New
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$14.3M
|
+$1.84M
|
+61,549
|
+15%
|
|
|
7
|
Integral Investment Advisors
Turlock,
California
|
$13.6M
|
+$13.5M
|
+452,062
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$2.06M
|
+68,846
|
+19%
|
|
|
9
|
Ascent Wealth Partners
New Hartford,
New York
|
$11.3M
|
+$8.84M
|
+295,226
|
+377%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.79M
|
-$34.8K
|
-1,163
|
-0.4%
|
|
|
11
|
Caprock Group
Boise,
Idaho
|
$9.19M
|
+$30
|
+1
|
+0%
|
|
|
12
|
XML Financial
Bethesda,
Maryland
|
$6.07M
|
-$2.58M
|
-85,982
|
-30%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.47M
|
+$5.19M
|
+173,086
|
New
|
|
|
14
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.47M
|
+$42.5K
|
+1,420
|
+0.8%
|
|
|
15
|
Summit Wealth Partners
Orlando,
Florida
|
$5.26M
|
-$24.4K
|
-815
|
-0.5%
|
|
|
16
|
Compass Advisory Group
Melville,
New York
|
$4.75M
|
+$4.6M
|
+153,571
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.71M
|
+$1.23M
|
+40,954
|
+36%
|
|
|
18
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$3.97M
|
-$67.3K
|
-2,245
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.71M
|
+$106K
|
+3,525
|
+3%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.53M
|
–
|
–
|
–
|
|
|
21
|
Financial Services Advisory
Rockville,
Maryland
|
$3.5M
|
+$3.47M
|
+115,968
|
New
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$3.37M
|
+$264K
|
+8,810
|
+9%
|
|
|
23
|
Southland Equity Partners
Wildwood,
Missouri
|
$3.01M
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.98M
|
+$152K
|
+5,086
|
+5%
|
|
|
25
|
Delta Investment Management
San Francisco,
California
|
$2.97M
|
-$80.6K
|
-2,690
|
-3%
|
|
