|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$17.7M
|
+$8.02M
|
+243,849
|
+82%
|
|
|
2
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.43M
|
+$2.45M
|
+74,404
|
New
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.97M
|
-$485K
|
-14,762
|
-20%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$13.1K
|
+398
|
+0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
-$19.5K
|
-594
|
-2%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$974K
|
-$38.6K
|
-1,174
|
-4%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$974K
|
-$38.6K
|
-1,174
|
-4%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$855K
|
–
|
–
|
–
|
|
|
9
|
Clear Creek Financial Management
Silverdale,
Washington
|
$786K
|
+$81.4K
|
+2,475
|
+11%
|
|
|
10
|
HBW Advisory Services
Simi Valley,
California
|
$555K
|
-$16K
|
-487
|
-3%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$537K
|
+$128K
|
+3,892
|
+31%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$491K
|
–
|
–
|
–
|
|
|
13
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$491K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$442K
|
-$341K
|
-10,370
|
-43%
|
|
|
15
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$432K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$409K
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$397K
|
+$184K
|
+5,602
|
+85%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$379K
|
+$120K
|
+3,646
|
+46%
|
|
|
19
|
Americana Partners
Houston,
Texas
|
$373K
|
-$1.97K
|
-60
|
-0.5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$357K
|
-$120K
|
-3,634
|
-25%
|
|
|
21
|
Buck Wealth Strategies
Denver,
Colorado
|
$340K
|
-$49.3K
|
-1,500
|
-13%
|
|
|
22
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
23
|
|
$302K
|
-$104K
|
-3,174
|
-26%
|
|
|
24
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$294K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$280K
|
-$32.9K
|
-1,000
|
-10%
|
|
