|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$76.3M
|
-$1.18M
|
-38,066
|
-2%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$26.4M
|
-$123K
|
-3,969
|
-0.5%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$17.3M
|
+$2.21M
|
+71,325
|
+15%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$14.4M
|
+$14K
|
+450
|
+0.1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.5M
|
-$2.08M
|
-66,981
|
-15%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.4M
|
-$23.9M
|
-769,727
|
-68%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.1M
|
-$134K
|
-4,322
|
-1%
|
|
|
8
|
Frisch Financial Group
Melville,
New York
|
$10.5M
|
-$236K
|
-7,618
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.57M
|
+$35.7K
|
+1,153
|
+0.4%
|
|
|
10
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$7.26M
|
–
|
–
|
–
|
|
|
11
|
InterOcean Capital Group
Nashville,
Tennessee
|
$6.21M
|
-$884K
|
-28,500
|
-13%
|
|
|
12
|
Trek Financial
Scottsdale,
Arizona
|
$5.78M
|
+$6.08K
|
+196
|
+0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.76M
|
+$522K
|
+16,852
|
+10%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$5.35M
|
+$5.03M
|
+162,308
|
+2,376%
|
|
|
15
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.01M
|
-$43K
|
-1,386
|
-0.9%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$4.98M
|
-$1.12M
|
-36,188
|
-19%
|
|
|
17
|
WPWealth
Fort Worth,
Texas
|
$4.65M
|
-$3.31M
|
-106,904
|
-42%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.28M
|
-$59.6K
|
-1,924
|
-1%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.92M
|
+$249K
|
+8,037
|
+7%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.73M
|
-$256K
|
-8,259
|
-7%
|
|
|
21
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$3.63M
|
–
|
–
|
–
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.6M
|
–
|
–
|
–
|
|
|
23
|
Gill Capital Partners
Denver,
Colorado
|
$3.03M
|
-$125K
|
-4,033
|
-4%
|
|
|
24
|
Elmwood Wealth Management
Berkeley,
California
|
$2.79M
|
+$43.4K
|
+1,399
|
+2%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$2.62M
|
+$159K
|
+5,130
|
+7%
|
|
