|
1
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$46.5M
|
+$46.5M
|
+463,274
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$44.8M
|
+$43.4M
|
+432,178
|
+3,272%
|
|
|
3
|
Centaurus Financial
Anaheim,
California
|
$8.37M
|
+$6.5M
|
+64,754
|
+349%
|
|
|
4
|
Highline Wealth Partners
Sherman Oaks,
California
|
$8.29M
|
-$1.79M
|
-17,879
|
-18%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.98M
|
+$6.97M
|
+69,511
|
New
|
|
|
6
|
Alaethes Wealth
Glenbrook,
Nevada
|
$5.42M
|
+$1.43M
|
+14,276
|
+36%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.84M
|
+$971K
|
+9,676
|
+52%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.53M
|
+$1.37M
|
+13,644
|
+118%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.25M
|
+$1.64M
|
+16,299
|
+266%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.93M
|
+$53.9K
|
+537
|
+3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.74M
|
+$1.73M
|
+17,289
|
New
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$1.58M
|
+$581K
|
+5,791
|
+58%
|
|
|
13
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1.52M
|
+$823K
|
+8,208
|
+118%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
$1.52M
|
+$1.05M
|
+10,418
|
+223%
|
|
|
15
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.19M
|
+$1.18M
|
+11,800
|
New
|
|
|
16
|
HBW Advisory Services
Simi Valley,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
17
|
MGO One Seven
Beachwood,
Ohio
|
$1.04M
|
+$1.04M
|
+10,320
|
New
|
|
|
18
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$977K
|
-$236K
|
-2,350
|
-19%
|
|
|
19
|
Concurrent Investment Advisors
Tampa,
Florida
|
$815K
|
-$138K
|
-1,372
|
-14%
|
|
|
20
|
Plum Street Advisors
New Orleans,
Louisiana
|
$719K
|
+$179K
|
+1,789
|
New
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$550K
|
+$549K
|
+5,476
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$550K
|
+$549K
|
+5,475
|
New
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$515K
|
+$514K
|
+5,125
|
New
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$508K
|
+$306K
|
+3,048
|
+152%
|
|
|
25
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$505K
|
+$504K
|
+5,021
|
New
|
|
