|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$9.78M
|
+$1.9M
|
+58,312
|
+24%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$2.47M
|
+$305K
|
+9,374
|
+14%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.89M
|
-$5.22M
|
-160,603
|
-74%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$704K
|
+21,633
|
+168%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.02M
|
+$46.2K
|
+1,420
|
+5%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.02M
|
+$1.01M
|
+30,988
|
New
|
|
|
7
|
Madrona Financial Services
Everett,
Washington
|
$859K
|
+$465K
|
+14,305
|
+121%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$785K
|
-$843K
|
-25,920
|
-52%
|
|
|
9
|
Clear Creek Financial Management
Silverdale,
Washington
|
$709K
|
-$1.63K
|
-50
|
-0.2%
|
|
|
10
|
HBW Advisory Services
Simi Valley,
California
|
$574K
|
+$248K
|
+7,629
|
+77%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$494K
|
+$291K
|
+8,960
|
+147%
|
|
|
12
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$494K
|
+$489K
|
+15,033
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$478K
|
-$84.9K
|
-2,611
|
-15%
|
|
|
14
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$434K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$412K
|
+$296K
|
+9,096
|
+263%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$411K
|
-$224K
|
-6,900
|
-36%
|
|
|
17
|
|
$408K
|
+$404K
|
+12,433
|
New
|
|
|
18
|
Buck Wealth Strategies
Denver,
Colorado
|
$391K
|
–
|
–
|
–
|
|
|
19
|
Americana Partners
Houston,
Texas
|
$377K
|
+$373K
|
+11,483
|
New
|
|
|
20
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$319K
|
-$19K
|
-583
|
-6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$318K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$315K
|
-$31.8K
|
-979
|
-9%
|
|
|
23
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$295K
|
+$292K
|
+8,990
|
New
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$261K
|
-$26.3K
|
-809
|
-9%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$238K
|
+$236K
|
+7,246
|
New
|
|
