|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$13.6M
|
-$4.61M
|
-137,880
|
-25%
|
|
|
2
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.37M
|
-$133K
|
-3,973
|
-5%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.97M
|
-$61.7K
|
-1,845
|
-3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.82M
|
-$139K
|
-4,144
|
-7%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$1.07M
|
+$66K
|
+1,973
|
+7%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$968K
|
-$37.1K
|
-1,108
|
-4%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$888K
|
+$474K
|
+14,185
|
+117%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$882K
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$819K
|
-$323K
|
-9,661
|
-28%
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$806K
|
-$5.02K
|
-150
|
-0.6%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$768K
|
+$211K
|
+6,323
|
+38%
|
|
|
12
|
HBW Advisory Services
Simi Valley,
California
|
$573K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$547K
|
+$89.7K
|
+2,683
|
+20%
|
|
|
14
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$507K
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$470K
|
+$101K
|
+3,029
|
+28%
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$445K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$422K
|
–
|
–
|
–
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
19
|
Americana Partners
Houston,
Texas
|
$381K
|
-$4.18K
|
-125
|
-1%
|
|
|
20
|
Buck Wealth Strategies
Denver,
Colorado
|
$351K
|
–
|
–
|
–
|
|
|
21
|
|
$341K
|
+$28.7K
|
+859
|
+9%
|
|
|
22
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$309K
|
-$17.9K
|
-536
|
-6%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$307K
|
-$199K
|
-5,943
|
-40%
|
|
|
24
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$303K
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$298K
|
+$67K
|
+2,003
|
+29%
|
|
