|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.81M
|
-$211K
|
-2,893
|
-11%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$1.74M
|
-$490K
|
-6,699
|
-23%
|
|
|
28
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.57M
|
–
|
–
|
–
|
|
|
29
|
Kaizen Financial Strategies
Campbell,
California
|
$1.51M
|
+$1.47M
|
+20,051
|
New
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
-$1.92M
|
-26,230
|
-57%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
-$283K
|
-3,867
|
-19%
|
|
|
32
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1.1M
|
-$9.02M
|
-123,400
|
-89%
|
|
|
33
|
MGO One Seven
Beachwood,
Ohio
|
$1.04M
|
-$20.9K
|
-286
|
-2%
|
|
|
34
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.02M
|
-$215K
|
-2,945
|
-18%
|
|
|
35
|
SVB Wealth
Boston,
Massachusetts
|
$968K
|
+$937K
|
+12,816
|
New
|
|
|
36
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$958K
|
-$2.06M
|
-28,128
|
-69%
|
|
|
37
|
Global Wealth Management
Kingston,
New Jersey
|
$923K
|
+$893K
|
+12,220
|
New
|
|
|
38
|
Insigneo Advisory Services
Miami,
Florida
|
$917K
|
+$463K
|
+6,336
|
+109%
|
|
|
39
|
Cavalier Investments
Alpharetta,
Georgia
|
$908K
|
+$29.6K
|
+405
|
+3%
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$889K
|
-$11.8K
|
-161
|
-1%
|
|
|
41
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$853K
|
+$161K
|
+2,200
|
+24%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$822K
|
+$168K
|
+2,292
|
+27%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$819K
|
+$47.1K
|
+645
|
+6%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$772K
|
-$1.53M
|
-20,933
|
-67%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$686K
|
+$18.4K
|
+252
|
+3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$640K
|
-$206K
|
-2,825
|
-25%
|
|
|
47
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$626K
|
+$605K
|
+8,280
|
New
|
|
|
48
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$614K
|
-$1.83K
|
-25
|
-0.3%
|
|
|
49
|
|
$586K
|
-$215K
|
-2,940
|
-27%
|
|
|
50
|
Cresset Asset Management
Chicago,
Illinois
|
$571K
|
-$453K
|
-6,197
|
-45%
|
|
