|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.1M
|
+$7.34M
|
+321,608
|
+35%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$7.67M
|
+336,001
|
+90%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$3.63M
|
+159,271
|
+45%
|
|
|
4
|
Kestra Investment Management
Austin,
Texas
|
$11.5M
|
+$11.6M
|
+506,752
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.69M
|
+$5.87M
|
+257,251
|
+151%
|
|
|
6
|
|
$7.87M
|
-$728K
|
-31,902
|
-8%
|
|
|
7
|
Prentice Wealth Management
Rochester,
New York
|
$7M
|
+$145K
|
+6,338
|
+2%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.74M
|
+$6.78M
|
+297,380
|
New
|
|
|
9
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$5.99M
|
+$200K
|
+8,773
|
+3%
|
|
|
10
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.86M
|
+$218K
|
+9,549
|
+4%
|
|
|
11
|
Trust Company
Manhattan,
Kansas
|
$5.58M
|
+$355K
|
+15,555
|
+7%
|
|
|
12
|
Forte Asset Management
Bedford,
New York
|
$5.07M
|
-$425K
|
-18,627
|
-8%
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.98M
|
+$5.01M
|
+219,470
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$4.23M
|
+$1.57M
|
+68,599
|
+58%
|
|
|
15
|
Beta Wealth Group
San Diego,
California
|
$4.07M
|
+$2.11M
|
+92,458
|
+106%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.43M
|
+$971K
|
+42,580
|
+39%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.13M
|
-$61.5K
|
-2,694
|
-2%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$2.57M
|
-$57.1K
|
-2,503
|
-2%
|
|
|
19
|
FourThought Financial Partners
Venice,
Florida
|
$2.52M
|
-$66.5K
|
-2,913
|
-3%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$2.5M
|
+$325K
|
+14,264
|
+15%
|
|
|
21
|
Secure Asset Management
Troy,
Michigan
|
$2.29M
|
-$3.65M
|
-160,017
|
-61%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$2.16M
|
+$438K
|
+19,187
|
+25%
|
|
|
23
|
|
$1.96M
|
+$93.7K
|
+4,105
|
+5%
|
|
|
24
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$1.45M
|
+$567K
|
+24,862
|
+63%
|
|
