|
1
|
Transform Wealth
Greenwood Village,
Colorado
|
$32.3M
|
+$31.5M
|
+1,062,543
|
+8,605%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$15.4M
|
-$10.7K
|
-361
|
-0.1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
-$1.85M
|
-62,536
|
-11%
|
|
|
4
|
Soltis Investment Advisors
St. George,
Utah
|
$10.9M
|
+$9.96M
|
+335,981
|
+1,235%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.95M
|
+$396K
|
+13,346
|
+4%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$8.18M
|
+$1.32M
|
+44,523
|
+20%
|
|
|
7
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$7.21M
|
+$271K
|
+9,132
|
+4%
|
|
|
8
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.3M
|
+$129K
|
+4,365
|
+3%
|
|
|
9
|
Gill Capital Partners
Denver,
Colorado
|
$4.28M
|
+$453K
|
+15,280
|
+12%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.08M
|
+$958K
|
+32,309
|
+31%
|
|
|
11
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.08M
|
-$80.7K
|
-2,721
|
-2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.05M
|
-$3.33M
|
-112,319
|
-45%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.55M
|
-$34.8K
|
-1,175
|
-1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.43M
|
-$2.07M
|
-69,891
|
-38%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$2.67M
|
-$4.83K
|
-163
|
-0.2%
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$2.63M
|
-$55K
|
-1,856
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.46M
|
+$67.3K
|
+2,269
|
+3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.27M
|
+$253K
|
+8,530
|
+13%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$2.2M
|
-$79.9K
|
-2,694
|
-4%
|
|
|
20
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$2.06M
|
–
|
–
|
–
|
|
|
21
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.75M
|
-$112K
|
-3,790
|
-6%
|
|
|
22
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.72M
|
-$8.07K
|
-272
|
-0.5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
-$145K
|
-4,884
|
-8%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
–
|
–
|
–
|
|
|
25
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.61M
|
-$151K
|
-5,099
|
-9%
|
|
