|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.6M
|
+$14.4M
|
+336,522
|
+176%
|
|
|
2
|
Precedent Wealth Partners
Houston,
Texas
|
$10.9M
|
+$292K
|
+6,833
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.3M
|
+$2.79M
|
+65,262
|
+46%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.6M
|
-$1.45M
|
-34,022
|
-17%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$6.79M
|
-$757K
|
-17,736
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.77M
|
+$489K
|
+11,450
|
+8%
|
|
|
7
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.47M
|
-$134K
|
-3,144
|
-2%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$5.82M
|
+$1.9M
|
+44,495
|
+52%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.76M
|
+$1.1M
|
+25,851
|
+25%
|
|
|
10
|
Holistic Planning
Nacogdoches,
Texas
|
$5.7M
|
+$2.22M
|
+52,049
|
+69%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.82M
|
+$633K
|
+14,826
|
+16%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.7M
|
+$687K
|
+16,081
|
+18%
|
|
|
13
|
Beacon Financial Group
Dallas,
Texas
|
$4.21M
|
-$253K
|
-5,916
|
-6%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.88M
|
+$151K
|
+3,530
|
+4%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$3.63M
|
+$415K
|
+9,721
|
+14%
|
|
|
16
|
SMART Wealth
Omaha,
Nebraska
|
$3.3M
|
+$3.15M
|
+73,860
|
New
|
|
|
17
|
LifeWealth Investments
Winter Garden,
Florida
|
$3.15M
|
+$97.2K
|
+2,276
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$682K
|
+15,964
|
+33%
|
|
|
19
|
REAP Financial Group
Austin,
Texas
|
$2.68M
|
-$155K
|
-3,629
|
-6%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.67M
|
–
|
–
|
–
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$2.61M
|
-$940K
|
-22,020
|
-27%
|
|
|
22
|
Armis Advisers
Atlanta,
Georgia
|
$2.36M
|
-$142K
|
-3,319
|
-6%
|
|
|
23
|
Camelot Portfolios
Maumee,
Ohio
|
$2.35M
|
-$265K
|
-6,214
|
-11%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.16M
|
-$40.2K
|
-942
|
-2%
|
|
|
25
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$2.08M
|
+$160K
|
+3,757
|
+9%
|
|
