|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$9.98M
|
+$10.2M
|
+236,824
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.61M
|
+$1.1M
|
+25,696
|
+14%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.06M
|
+$1.4M
|
+32,650
|
+21%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.15M
|
-$1.14M
|
-26,524
|
-14%
|
|
|
5
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.24M
|
+$1.43M
|
+33,332
|
+29%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.03M
|
+$3.32M
|
+77,253
|
+117%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.91M
|
+$527K
|
+12,265
|
+10%
|
|
|
8
|
Winnow Wealth
Waco,
Texas
|
$5.41M
|
+$5.51M
|
+128,378
|
+221,341%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.35M
|
+$564K
|
+13,147
|
+15%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$4.22M
|
-$338K
|
-7,879
|
-7%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.93M
|
+$1.04M
|
+24,110
|
+35%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.75M
|
+$158K
|
+3,681
|
+4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$3.62M
|
+$1.49M
|
+34,774
|
+68%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.51M
|
+$3.58M
|
+83,335
|
New
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$3.4M
|
+$2.54M
|
+59,165
|
+276%
|
|
|
16
|
Holistic Planning
Nacogdoches,
Texas
|
$3.19M
|
+$3.25M
|
+75,681
|
New
|
|
|
17
|
Uniting Wealth Partners
Mission,
Kansas
|
$3.13M
|
+$3.19M
|
+74,286
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$3.02M
|
-$636K
|
-14,806
|
-17%
|
|
|
19
|
LifeWealth Investments
Winter Garden,
Florida
|
$2.88M
|
+$612K
|
+14,243
|
+26%
|
|
|
20
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.86M
|
+$2.57M
|
+59,907
|
+761%
|
|
|
21
|
REAP Financial Group
Austin,
Texas
|
$2.68M
|
+$535K
|
+12,453
|
+24%
|
|
|
22
|
Foguth Wealth Management
Brighton,
Michigan
|
$2.54M
|
+$2.59M
|
+60,304
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.52M
|
-$10.7K
|
-250
|
-0.4%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$2.48M
|
+$447K
|
+10,400
|
+21%
|
|
|
25
|
Armis Advisers
Atlanta,
Georgia
|
$2.37M
|
+$343K
|
+7,981
|
+17%
|
|
