|
1
|
Prudential Financial
Newark,
New Jersey
|
$23.1M
|
–
|
–
|
–
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.77M
|
+$95.9K
|
+1,902
|
+2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.02M
|
-$794K
|
-15,748
|
-17%
|
|
|
4
|
Goldstein Advisors
Madison,
Wisconsin
|
$3.52M
|
+$328K
|
+6,508
|
+10%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.89M
|
+$2.89M
|
+57,316
|
New
|
|
|
6
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.47M
|
+$416K
|
+8,242
|
+20%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.4M
|
+$878K
|
+17,422
|
+58%
|
|
|
8
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.04M
|
+$1.01M
|
+20,056
|
+98%
|
|
|
9
|
Symphony Financial
Houston,
Texas
|
$1.81M
|
+$146K
|
+2,904
|
+9%
|
|
|
10
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$1.63M
|
+$1.63M
|
+32,345
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$795K
|
+15,775
|
+116%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.35M
|
+$22.7K
|
+451
|
+2%
|
|
|
13
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.06M
|
+$205K
|
+4,075
|
+24%
|
|
|
14
|
LPWM LLC
Minneapolis,
Minnesota
|
$605K
|
+$605K
|
+12,008
|
New
|
|
|
15
|
VestGen Advisors
Inverness,
Illinois
|
$598K
|
–
|
–
|
–
|
|
|
16
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$489K
|
+$489K
|
+9,696
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$459K
|
+$459K
|
+9,102
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$433K
|
+$433K
|
+8,585
|
New
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$403K
|
–
|
–
|
–
|
|
|
20
|
Spinnaker Investment Group
Newport Beach,
California
|
$400K
|
+$400K
|
+7,936
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$375K
|
+$375K
|
+7,441
|
New
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$367K
|
+$44.9K
|
+891
|
+14%
|
|
|
23
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$364K
|
+$2.82K
|
+56
|
+0.8%
|
|
|
24
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$353K
|
+$353K
|
+7,000
|
New
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$353K
|
+$353K
|
+7,000
|
New
|
|
