|
1
|
SageView Advisory Group
Newport Beach,
California
|
$10.8M
|
+$593K
|
+27,426
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$10.8M
|
+$10.9M
|
+501,905
|
New
|
|
|
3
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$10.5M
|
-$78K
|
-3,606
|
-0.7%
|
|
|
4
|
Weaver Capital Management
Suwanee,
Georgia
|
$10.1M
|
-$6.59M
|
-304,686
|
-39%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.83M
|
-$481K
|
-22,254
|
-7%
|
|
|
6
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.72M
|
–
|
–
|
–
|
|
|
7
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.8M
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
-$2.05K
|
-95
|
-0.1%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.42M
|
-$37.4K
|
-1,730
|
-3%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$1.34M
|
-$4.41M
|
-203,747
|
-76%
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1M
|
+$1.01M
|
+46,722
|
New
|
|
|
13
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$990K
|
–
|
–
|
–
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$980K
|
+$4.89K
|
+226
|
+0.5%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$950K
|
-$503K
|
-23,267
|
-34%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$876K
|
+$881K
|
+40,732
|
New
|
|
|
17
|
World Investment Advisors
Santa Barbara,
California
|
$824K
|
-$3.03K
|
-140
|
-0.4%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$767K
|
-$2.57K
|
-119
|
-0.3%
|
|
|
19
|
World Equity Group
Schaumburg,
Illinois
|
$767K
|
-$2.57K
|
-119
|
-0.3%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$756K
|
-$1.97K
|
-91
|
-0.3%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$706K
|
+$712K
|
+32,922
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$700K
|
+$67.3K
|
+3,111
|
+11%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$699K
|
+$541
|
+25
|
+0.1%
|
|
|
24
|
Welch Financial Planning
Boulder,
Colorado
|
$690K
|
+$41.9K
|
+1,938
|
+6%
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$670K
|
+$199K
|
+9,225
|
+44%
|
|
