|
1
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$22.4M
|
-$7.76M
|
-221,778
|
-27%
|
|
|
2
|
Sovran Advisors
San Diego,
California
|
$22.2M
|
+$1.62M
|
+46,407
|
+8%
|
|
|
3
|
Simplicity Wealth
Summit,
New Jersey
|
$6.17M
|
+$5.45M
|
+155,644
|
+1,331%
|
|
|
4
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.1M
|
+$438K
|
+12,522
|
+10%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.06M
|
-$29.4K
|
-841
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.55M
|
+$17.6K
|
+502
|
+0.7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$35
|
+1
|
+0%
|
|
|
8
|
Central Valley Advisors
Sacramento,
California
|
$2.12M
|
-$51.3K
|
-1,464
|
-2%
|
|
|
9
|
KFG Wealth Management
Granger,
Indiana
|
$2.11M
|
-$138K
|
-3,955
|
-6%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
-$31.4K
|
-898
|
-2%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.83M
|
+$27.9K
|
+796
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
-$2.62M
|
-74,703
|
-60%
|
|
|
13
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.58M
|
–
|
–
|
–
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$1.4M
|
–
|
–
|
–
|
|
|
15
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.32M
|
-$32.5K
|
-928
|
-3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.27M
|
+$81.4K
|
+2,326
|
+7%
|
|
|
17
|
SageView Advisory Group
Newport Beach,
California
|
$1.23M
|
-$109K
|
-3,102
|
-9%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$830K
|
+23,707
|
+394%
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.08M
|
–
|
–
|
–
|
|
|
20
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.01M
|
-$193K
|
-5,517
|
-17%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$958K
|
–
|
–
|
–
|
|
|
22
|
Fiduciary Financial Group
San Rafael,
California
|
$894K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$874K
|
-$11.8K
|
-338
|
-1%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$841K
|
-$152K
|
-4,340
|
-16%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$828K
|
+$340K
|
+9,706
|
+76%
|
|
