|
1
|
Transform Wealth
Greenwood Village,
Colorado
|
$36.4M
|
+$37.6M
|
+1,297,511
|
New
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$13.9M
|
-$62.8K
|
-2,166
|
-0.4%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$9.66M
|
+$2.12M
|
+73,313
|
+27%
|
|
|
4
|
Frisch Financial Group
Melville,
New York
|
$9.26M
|
+$9.55M
|
+329,704
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.33M
|
+$613K
|
+21,158
|
+9%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
-$2.27M
|
-78,467
|
-30%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.14M
|
+$5.31M
|
+183,238
|
New
|
|
|
8
|
Gill Capital Partners
Denver,
Colorado
|
$4.74M
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.39M
|
+$35.4K
|
+1,222
|
+0.8%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$4.24M
|
+$4.38M
|
+150,992
|
New
|
|
|
11
|
City Holding Co
Charleston,
West Virginia
|
$3.16M
|
+$232K
|
+8,000
|
+8%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.48M
|
+$503K
|
+17,361
|
+24%
|
|
|
13
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.27M
|
-$228K
|
-7,878
|
-9%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$2.16M
|
-$55.8K
|
-1,925
|
-2%
|
|
|
15
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$1.78M
|
–
|
–
|
–
|
|
|
16
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.57M
|
+$71.5K
|
+2,466
|
+5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.54M
|
-$28.6K
|
-987
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$225K
|
+7,769
|
+17%
|
|
|
19
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$1.38M
|
-$38.3K
|
-1,322
|
-3%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$1.21M
|
+$176K
|
+6,083
|
+16%
|
|
|
21
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.19M
|
–
|
–
|
–
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.18M
|
–
|
–
|
–
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$1.15M
|
-$7.59K
|
-262
|
-0.6%
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.14M
|
+$9.07K
|
+313
|
+0.8%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.12M
|
-$1.26M
|
-43,383
|
-52%
|
|
