|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$72.3M
|
-$2.47M
|
-79,765
|
-3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$25.9M
|
+$5.15M
|
+166,230
|
+25%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$17.2M
|
+$2.2M
|
+70,950
|
+15%
|
|
|
4
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10M
|
-$242K
|
-7,815
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.82M
|
-$3.82M
|
-123,306
|
-28%
|
|
|
6
|
Caprock Group
Boise,
Idaho
|
$9.63M
|
-$5.05K
|
-163
|
-0.1%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.53M
|
+$7.46M
|
+240,813
|
+399%
|
|
|
8
|
XML Financial
Bethesda,
Maryland
|
$5.95M
|
-$411K
|
-13,265
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.28M
|
+$331K
|
+10,671
|
+7%
|
|
|
10
|
Summit Wealth Partners
Orlando,
Florida
|
$5.04M
|
-$462K
|
-14,907
|
-9%
|
|
|
11
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$4.15M
|
-$8.05K
|
-260
|
-0.2%
|
|
|
12
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.9M
|
-$1.54M
|
-49,839
|
-29%
|
|
|
13
|
Financial Services Advisory
Rockville,
Maryland
|
$3.74M
|
+$70.9K
|
+2,287
|
+2%
|
|
|
14
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.7M
|
–
|
–
|
–
|
|
|
15
|
Southland Equity Partners
Wildwood,
Missouri
|
$3.23M
|
+$77.7K
|
+2,509
|
+3%
|
|
|
16
|
Delta Investment Management
San Francisco,
California
|
$3.16M
|
+$41K
|
+1,322
|
+1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.09M
|
-$783K
|
-25,282
|
-21%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.01M
|
-$112K
|
-3,606
|
-4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.95M
|
+$159K
|
+5,133
|
+6%
|
|
|
20
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.86M
|
-$71.6K
|
-2,312
|
-2%
|
|
|
21
|
Elmwood Wealth Management
Berkeley,
California
|
$2.83M
|
+$6.38K
|
+206
|
+0.2%
|
|
|
22
|
World Investment Advisors
Santa Barbara,
California
|
$2.82M
|
+$113K
|
+3,645
|
+4%
|
|
|
23
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.79M
|
+$2.73M
|
+88,254
|
New
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$2.77M
|
-$212K
|
-6,840
|
-7%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.69M
|
-$118K
|
-3,799
|
-4%
|
|
