|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$1.73M
|
+43,209
|
+20%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.71M
|
+$4.48M
|
+112,205
|
+87%
|
|
|
3
|
Fischer Investment Strategies
Westlake Village,
California
|
$7.8M
|
+$7.76M
|
+194,370
|
New
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$7.61M
|
+$2.34M
|
+58,491
|
+45%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$5.45M
|
-$68.7M
|
-1,720,956
|
-93%
|
|
|
6
|
Beacon Financial Group
Dallas,
Texas
|
$5.38M
|
+$3.24M
|
+81,130
|
+154%
|
|
|
7
|
Armis Advisers
Atlanta,
Georgia
|
$5.03M
|
+$5M
|
+125,337
|
New
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$4.34M
|
-$363K
|
-9,079
|
-8%
|
|
|
9
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$3.87M
|
+$3.85M
|
+96,488
|
New
|
|
|
10
|
Hartford Financial Management
Hartford,
Connecticut
|
$3.81M
|
+$83.7K
|
+2,096
|
+2%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$3.05M
|
-$231K
|
-5,795
|
-7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.7M
|
+$2.68M
|
+67,234
|
New
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.62M
|
–
|
–
|
–
|
|
|
14
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$2.62M
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.58M
|
-$2.35M
|
-58,769
|
-48%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.42M
|
-$70.9K
|
-1,776
|
-3%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.31M
|
+$1.35M
|
+33,804
|
+142%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$2.11M
|
-$8.39M
|
-210,227
|
-80%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
+$110K
|
+2,759
|
+6%
|
|
|
20
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$1.96M
|
-$161K
|
-4,041
|
-8%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.77M
|
+$1.72M
|
+43,047
|
+3,882%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.77M
|
-$196K
|
-4,918
|
-10%
|
|
|
23
|
Wood Tarver Financial Group
Boise,
Idaho
|
$1.71M
|
+$1.7M
|
+42,681
|
New
|
|
|
24
|
Ignite Planners
San Clemente,
California
|
$1.64M
|
-$40.6K
|
-1,018
|
-2%
|
|
|
25
|
|
$1.64M
|
+$1.63M
|
+40,774
|
New
|
|
