|
1
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.85M
|
+$5.73M
|
+238,958
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$4.36M
|
+$112K
|
+4,659
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.31M
|
+$121K
|
+5,051
|
+3%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.17M
|
-$2.47K
|
-103
|
-0.1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.35M
|
-$2.84M
|
-118,442
|
-46%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$3.06M
|
+$146K
|
+6,076
|
+5%
|
|
|
7
|
Sequent Planning
Omaha,
Nebraska
|
$2.82M
|
-$616K
|
-25,672
|
-18%
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.77M
|
-$18.9K
|
-790
|
-0.7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.21M
|
-$459K
|
-19,158
|
-17%
|
|
|
10
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$2.12M
|
+$2.07M
|
+86,415
|
New
|
|
|
11
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.79M
|
-$2.83M
|
-118,067
|
-62%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.51M
|
-$682K
|
-28,427
|
-32%
|
|
|
13
|
Synergy Asset Management
Vancouver,
Washington
|
$1.3M
|
+$876K
|
+36,510
|
+200%
|
|
|
14
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.04M
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$930K
|
+$8.08K
|
+337
|
+0.9%
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$794K
|
+$44.4K
|
+1,851
|
+6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$761K
|
+$186K
|
+7,763
|
+33%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$755K
|
+$739K
|
+30,816
|
New
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$588K
|
-$61.4K
|
-2,561
|
-10%
|
|
|
20
|
Sunbelt Securities
Houston,
Texas
|
$574K
|
+$199K
|
+8,290
|
+55%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$545K
|
-$44.1K
|
-1,839
|
-8%
|
|
|
22
|
Holistic Planning
Nacogdoches,
Texas
|
$491K
|
-$4.92K
|
-205
|
-1%
|
|
|
23
|
Grantvest Financial Group
Matawan,
New Jersey
|
$471K
|
-$142K
|
-5,904
|
-23%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$458K
|
+$448K
|
+18,701
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$450K
|
+$441K
|
+18,376
|
New
|
|
