|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$7.72M
|
+$129K
|
+4,037
|
+2%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.04M
|
-$1.57M
|
-49,147
|
-18%
|
|
|
3
|
Maia Wealth
Denver,
Colorado
|
$2.7M
|
-$99.2K
|
-3,108
|
-4%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$2.12M
|
-$240K
|
-7,520
|
-10%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
+$588K
|
+18,437
|
+59%
|
|
|
6
|
Defined Financial Planning
San Rafael,
California
|
$957K
|
+$249K
|
+7,797
|
+36%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$954K
|
+$302K
|
+9,473
|
+47%
|
|
|
8
|
Creekmur Asset Management
Morton,
Illinois
|
$914K
|
-$209K
|
-6,556
|
-19%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$846K
|
+$252K
|
+7,897
|
+43%
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$698K
|
-$179K
|
-5,621
|
-21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$627K
|
+$264K
|
+8,270
|
+74%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$554K
|
+$15K
|
+470
|
+3%
|
|
|
13
|
Security Financial Services
Fort Wayne,
Indiana
|
$482K
|
–
|
–
|
–
|
|
|
14
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$426K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$417K
|
+$29.7K
|
+931
|
+8%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$394K
|
–
|
–
|
–
|
|
|
17
|
Buck Wealth Strategies
Denver,
Colorado
|
$384K
|
–
|
–
|
–
|
|
|
18
|
Madrona Financial Services
Everett,
Washington
|
$382K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$341K
|
+$63.8K
|
+2,000
|
+23%
|
|
|
20
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
21
|
HBW Advisory Services
Simi Valley,
California
|
$318K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$312K
|
–
|
–
|
–
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$282K
|
–
|
–
|
–
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$196K
|
–
|
–
|
–
|
|
|
25
|
Barclays
London,
United Kingdom
|
$149K
|
+$4.12K
|
+129
|
+3%
|
|
