|
1
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$10.9M
|
-$870K
|
-19,187
|
-7%
|
|
|
2
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$10.6M
|
-$1.13M
|
-24,828
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.06M
|
-$1.25M
|
-27,511
|
-13%
|
|
|
4
|
WT Wealth Management
Scottsdale,
Arizona
|
$6.51M
|
+$765K
|
+16,882
|
+13%
|
|
|
5
|
Jefferies Financial Group
New York
|
$5.72M
|
+$5.69M
|
+125,500
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.49M
|
+$303K
|
+6,686
|
+7%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.22M
|
+$24.9K
|
+550
|
+0.8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.95M
|
+$652K
|
+14,379
|
+29%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.63M
|
+$210K
|
+4,630
|
+9%
|
|
|
10
|
|
$2.55M
|
+$281K
|
+6,203
|
+12%
|
|
|
11
|
Colonial River Investments
Midlothian,
Virginia
|
$2.27M
|
+$2.26M
|
+49,802
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.91M
|
-$46.2K
|
-1,018
|
-2%
|
|
|
13
|
Beta Wealth Group
San Diego,
California
|
$1.89M
|
-$122K
|
-2,689
|
-6%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$1.64M
|
+$45
|
+1
|
+0%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.52M
|
-$310K
|
-6,828
|
-17%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
+$389K
|
+8,581
|
+35%
|
|
|
17
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.44M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.32M
|
-$22.8K
|
-502
|
-2%
|
|
|
19
|
Equitable Holdings
New York
|
$921K
|
+$429K
|
+9,467
|
+88%
|
|
|
20
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$848K
|
+$280K
|
+6,166
|
+50%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$482K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$449K
|
+$13.7K
|
+303
|
+3%
|
|
|
23
|
SK Wealth Management
Providence,
Rhode Island
|
$420K
|
-$29.7K
|
-656
|
-7%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$409K
|
+$407K
|
+8,979
|
New
|
|
|
25
|
|
$399K
|
-$2.16M
|
-47,619
|
-84%
|
|
