|
1
|
Trust Company
Manhattan,
Kansas
|
$6.5M
|
+$158K
|
+7,148
|
+3%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$5.31M
|
+$988K
|
+44,652
|
+23%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$4.94M
|
+$4.87M
|
+220,238
|
New
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$4.85M
|
+$784K
|
+35,462
|
+20%
|
|
|
5
|
Prentice Wealth Management
Rochester,
New York
|
$3.82M
|
+$1.71M
|
+77,128
|
+83%
|
|
|
6
|
Beta Wealth Group
San Diego,
California
|
$2.52M
|
+$65K
|
+2,939
|
+3%
|
|
|
7
|
FourThought Financial Partners
Venice,
Florida
|
$2.46M
|
+$2.42M
|
+109,516
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$2.33M
|
-$49.9K
|
-2,255
|
-2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
-$3.4M
|
-153,898
|
-67%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$177K
|
+8,013
|
+12%
|
|
|
11
|
|
$1.51M
|
-$2.26M
|
-101,986
|
-60%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.11M
|
+$71.3K
|
+3,225
|
+7%
|
|
|
13
|
Wintrust Investments
Chicago,
Illinois
|
$781K
|
-$36.7K
|
-1,658
|
-5%
|
|
|
14
|
Valued Retirements
Houston,
Texas
|
$751K
|
-$60.6K
|
-2,742
|
-8%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$595K
|
-$23.7K
|
-1,070
|
-4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$526K
|
+$518K
|
+23,423
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$467K
|
+$159K
|
+7,178
|
+53%
|
|
|
18
|
Flow Traders U.S.
New York
|
$447K
|
-$377K
|
-17,032
|
-46%
|
|
|
19
|
Veracity Capital
Atlanta,
Georgia
|
$445K
|
–
|
–
|
–
|
|
|
20
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$407K
|
–
|
–
|
–
|
|
|
21
|
Ausdal Financial Partners
Davenport,
Iowa
|
$327K
|
+$322K
|
+14,563
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$290K
|
+$286K
|
+12,936
|
New
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
$272K
|
+$268K
|
+12,107
|
New
|
|
|
24
|
Mattern Capital Management
Lakewood,
Colorado
|
$264K
|
-$4.78K
|
-216
|
-2%
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$251K
|
–
|
–
|
–
|
|
