|
1
|
LPL Financial
San Diego,
California
|
$81.7M
|
-$5.07M
|
-199,523
|
-6%
|
|
|
2
|
Forge Financial Services
Edmond,
Oklahoma
|
$66.4M
|
+$63.4M
|
+2,494,636
|
+3,843%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$59.3M
|
+$1.77M
|
+69,582
|
+3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.2M
|
+$4.17M
|
+164,182
|
+11%
|
|
|
5
|
Coppell Advisory Solutions
Coppell,
Texas
|
$33.7M
|
-$411K
|
-16,177
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
+$851K
|
+33,480
|
+3%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$25.6M
|
-$271K
|
-10,657
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.3M
|
+$259K
|
+10,202
|
+1%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.6M
|
+$2.74M
|
+107,727
|
+16%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$14.1M
|
+$1.34M
|
+52,819
|
+11%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.9M
|
+$187K
|
+7,349
|
+1%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$13.4M
|
+$162K
|
+6,384
|
+1%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$1.29M
|
+50,682
|
+11%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.1M
|
+$10.9M
|
+429,998
|
New
|
|
|
15
|
Rise Advisors
Rochester,
New York
|
$9.06M
|
+$1.33M
|
+52,295
|
+18%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.39M
|
+$6.37M
|
+250,676
|
+723%
|
|
|
17
|
Richmond Investment Services
Mequon,
Wisconsin
|
$6.47M
|
+$104K
|
+4,084
|
+2%
|
|
|
18
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$6.41M
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.69M
|
+$1.3M
|
+50,930
|
+39%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.51M
|
+$627K
|
+24,664
|
+17%
|
|
|
21
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.78M
|
+$155K
|
+6,087
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.7M
|
+$605K
|
+23,809
|
+20%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$3.36M
|
+$332K
|
+13,041
|
+11%
|
|
|
24
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$3.35M
|
-$368K
|
-14,466
|
-10%
|
|
|
25
|
|
$3.02M
|
+$2.84M
|
+111,791
|
+2,370%
|
|
