|
1
|
Trust Company
Manhattan,
Kansas
|
$5.72M
|
-$95K
|
-4,463
|
-2%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$4.4M
|
+$1.06M
|
+49,766
|
+30%
|
|
|
3
|
|
$3.86M
|
-$1.14M
|
-53,731
|
-22%
|
|
|
4
|
Beta Wealth Group
San Diego,
California
|
$2.81M
|
-$49.9K
|
-2,346
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.21M
|
+$182K
|
+8,549
|
+17%
|
|
|
6
|
Prentice Wealth Management
Rochester,
New York
|
$1.14M
|
+$977K
|
+45,883
|
+467%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.14M
|
+$15.2K
|
+716
|
+1%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.08M
|
+$894K
|
+42,000
|
New
|
|
|
9
|
Wintrust Investments
Chicago,
Illinois
|
$733K
|
+$18.3K
|
+858
|
+2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$406K
|
–
|
–
|
–
|
|
|
11
|
Flow Traders U.S.
New York
|
$395K
|
+$411K
|
+19,305
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$368K
|
+$72K
|
+3,384
|
+23%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$367K
|
-$397K
|
-18,663
|
-51%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$272K
|
+$283K
|
+13,301
|
New
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$237K
|
–
|
–
|
–
|
|
|
16
|
Mattern Capital Management
Lakewood,
Colorado
|
$220K
|
-$14.2K
|
-665
|
-6%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
18
|
WR Wealth Planners
Columbia,
Missouri
|
$97.4K
|
+$1.3K
|
+61
|
+1%
|
|
|
19
|
|
$52.7K
|
+$54.9K
|
+2,579
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$49.4K
|
–
|
–
|
–
|
|
|
21
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$44.2K
|
–
|
–
|
–
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$38.5K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$17.3K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$16.3K
|
–
|
–
|
–
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
$14K
|
+$8.52K
|
+400
|
+140%
|
|
