|
1
|
Trust Company
Manhattan,
Kansas
|
$6.63M
|
+$76.7K
|
+3,430
|
+1%
|
|
|
2
|
|
$6.09M
|
+$6.02M
|
+269,192
|
New
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$5.35M
|
+$359K
|
+16,066
|
+7%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$5.22M
|
-$134K
|
-6,010
|
-3%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.21M
|
+$313K
|
+13,980
|
+6%
|
|
|
6
|
Prentice Wealth Management
Rochester,
New York
|
$5.12M
|
+$1.25M
|
+55,865
|
+33%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.66M
|
+$1.92M
|
+85,731
|
+113%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.52M
|
+$3.55M
|
+158,900
|
New
|
|
|
9
|
FourThought Financial Partners
Venice,
Florida
|
$2.44M
|
-$38.4K
|
-1,719
|
-2%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$2.42M
|
+$69.6K
|
+3,112
|
+3%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.16M
|
+$2.13M
|
+95,300
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.87M
|
+$139K
|
+6,211
|
+8%
|
|
|
13
|
Beta Wealth Group
San Diego,
California
|
$1.83M
|
-$698K
|
-31,193
|
-28%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$1.05M
|
+47,032
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$996K
|
+$518K
|
+23,175
|
+111%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$958K
|
+$354K
|
+15,837
|
+60%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$847K
|
+$837K
|
+37,428
|
New
|
|
|
18
|
Wintrust Investments
Chicago,
Illinois
|
$795K
|
+$7.83K
|
+350
|
+1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$701K
|
+$403K
|
+18,018
|
+139%
|
|
|
20
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$625K
|
+$617K
|
+27,592
|
New
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$601K
|
+$594K
|
+26,562
|
New
|
|
|
22
|
Valued Retirements
Houston,
Texas
|
$594K
|
-$162K
|
-7,234
|
-22%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$530K
|
–
|
–
|
–
|
|
|
24
|
Americana Partners
Houston,
Texas
|
$513K
|
+$507K
|
+22,653
|
New
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$507K
|
+$501K
|
+22,380
|
New
|
|
