|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$1.58M
|
-81,545
|
-10%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
-$3.77M
|
-194,873
|
-21%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.88M
|
+$5.44M
|
+281,308
|
+135%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.77M
|
+$1.51M
|
+77,922
|
+37%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.49M
|
+$172K
|
+8,882
|
+3%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$4.75M
|
-$660K
|
-34,103
|
-13%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.37M
|
-$88.1K
|
-4,555
|
-2%
|
|
|
8
|
Synovus Financial
Columbus,
Georgia
|
$4.15M
|
-$13.9K
|
-718
|
-0.3%
|
|
|
9
|
World Equity Group
Schaumburg,
Illinois
|
$3.57M
|
+$2.95M
|
+152,311
|
+624%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.93M
|
-$25.7K
|
-1,330
|
-0.9%
|
|
|
11
|
Pitti Group Wealth Management
Victor,
New York
|
$2.81M
|
-$1.51M
|
-77,998
|
-36%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$2.73M
|
-$184K
|
-9,498
|
-7%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$2.38M
|
-$78.7K
|
-4,067
|
-3%
|
|
|
14
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.31M
|
-$126K
|
-6,527
|
-5%
|
|
|
15
|
Ellsworth Advisors
Hudson,
Ohio
|
$2.26M
|
-$29.6K
|
-1,528
|
-1%
|
|
|
16
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.25M
|
-$3.19K
|
-165
|
-0.1%
|
|
|
17
|
Lunt Capital Management
Holladay,
Utah
|
$1.83M
|
+$1.75M
|
+90,641
|
New
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.43M
|
+$230K
|
+11,869
|
+20%
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.25M
|
+$60.4K
|
+3,122
|
+5%
|
|
|
20
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.16M
|
-$658
|
-34
|
-0.1%
|
|
|
21
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.14M
|
-$47.7K
|
-2,466
|
-4%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
-$18.3K
|
-948
|
-2%
|
|
|
23
|
Personal CFO Solutions
Chester,
New Jersey
|
$985K
|
+$141K
|
+7,290
|
+18%
|
|
|
24
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$969K
|
-$192K
|
-9,909
|
-17%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$950K
|
+$15.6K
|
+805
|
+2%
|
|
