|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$77M
|
+$52.9M
|
+1,552,646
|
+177%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$71.3M
|
+$74.7M
|
+2,189,875
|
+3,683%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$21.3M
|
+$23M
|
+673,501
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$6.86M
|
+201,178
|
+49%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$16.8M
|
-$19M
|
-558,153
|
-51%
|
|
|
6
|
|
$12.7M
|
-$2.43M
|
-71,164
|
-15%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$9.89M
|
+$51.1K
|
+1,499
|
+0.5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.26M
|
+$923K
|
+27,066
|
+12%
|
|
|
9
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$7.22M
|
-$399K
|
-11,687
|
-5%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.99M
|
-$399K
|
-11,687
|
-5%
|
|
|
11
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.98M
|
+$1.55M
|
+45,446
|
+41%
|
|
|
12
|
|
$4.88M
|
+$5.25M
|
+154,089
|
New
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$4.2M
|
+$1.05M
|
+30,706
|
+30%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.9M
|
+$2.28M
|
+66,987
|
+119%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.61M
|
+$3.56M
|
+104,400
|
+763%
|
|
|
16
|
Kaizen Financial Strategies
Campbell,
California
|
$2.71M
|
+$669K
|
+19,623
|
+30%
|
|
|
17
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.66M
|
-$35.8K
|
-1,049
|
-1%
|
|
|
18
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.33M
|
+$2.51M
|
+73,693
|
New
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.17M
|
+$2.34M
|
+68,494
|
New
|
|
|
20
|
|
$2.07M
|
+$2.23M
|
+65,320
|
+79,659%
|
|
|
21
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$1.83M
|
-$2.01M
|
-58,833
|
-50%
|
|
|
22
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.81M
|
+$270K
|
+7,912
|
+16%
|
|
|
23
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.71M
|
+$80.8K
|
+2,371
|
+5%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.65M
|
+$1.5M
|
+44,041
|
New
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.63M
|
+$332K
|
+9,743
|
+23%
|
|
