|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29M
|
+$1.34M
|
+60,368
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$1.21M
|
+54,528
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$4.99M
|
+224,953
|
+44%
|
|
|
4
|
Kestra Investment Management
Austin,
Texas
|
$10.1M
|
-$1.19M
|
-53,628
|
-11%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.91M
|
-$1.61M
|
-72,726
|
-17%
|
|
|
6
|
|
$7.17M
|
-$574K
|
-25,864
|
-7%
|
|
|
7
|
Prentice Wealth Management
Rochester,
New York
|
$7.08M
|
+$181K
|
+8,166
|
+3%
|
|
|
8
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$5.87M
|
-$24.2K
|
-1,092
|
-0.4%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.85M
|
-$776K
|
-35,009
|
-12%
|
|
|
10
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.8M
|
+$26.2K
|
+1,181
|
+0.5%
|
|
|
11
|
|
$4.65M
|
+$2.71M
|
+122,290
|
+142%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$4.61M
|
-$872K
|
-39,328
|
-16%
|
|
|
13
|
Forte Asset Management
Bedford,
New York
|
$4.46M
|
-$531K
|
-23,950
|
-11%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.03M
|
+$658K
|
+29,656
|
+20%
|
|
|
15
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.09M
|
+$3.08M
|
+138,701
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$2.85M
|
+$388K
|
+17,483
|
+16%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.76M
|
-$325K
|
-14,655
|
-11%
|
|
|
18
|
FourThought Financial Partners
Venice,
Florida
|
$2.52M
|
+$33.7K
|
+1,520
|
+1%
|
|
|
19
|
Beta Wealth Group
San Diego,
California
|
$2.49M
|
-$1.5M
|
-67,835
|
-38%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$2.45M
|
-$74.5K
|
-3,360
|
-3%
|
|
|
21
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.26M
|
+$854K
|
+38,519
|
+61%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$2.13M
|
+$333
|
+15
|
+0%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.81M
|
+$1.3M
|
+58,678
|
+259%
|
|
|
24
|
|
$1.71M
|
+$1.09M
|
+49,202
|
+179%
|
|
|
25
|
|
$1.66M
|
+$1.65M
|
+74,364
|
New
|
|
