|
1
|
LPL Financial
San Diego,
California
|
$110M
|
-$8.18M
|
-260,905
|
-7%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$52.2M
|
+$7.46M
|
+238,055
|
+16%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.5M
|
+$17.4M
|
+554,692
|
+188%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.4M
|
+$1.3M
|
+41,596
|
+5%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$21.9M
|
+$11.2M
|
+357,314
|
+96%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.4M
|
-$480K
|
-15,332
|
-2%
|
|
|
7
|
Legacy Financial Advisors
Covington,
Kentucky
|
$20.2M
|
+$2.23M
|
+71,013
|
+12%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.4M
|
-$49.8K
|
-1,588
|
-0.3%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
+$2.43M
|
+77,553
|
+18%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.5M
|
-$3M
|
-95,607
|
-17%
|
|
|
11
|
|
$14M
|
+$10.8M
|
+345,996
|
+286%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$14.3M
|
+456,260
|
New
|
|
|
13
|
TriaGen Wealth Management
Calabasas,
California
|
$11.7M
|
-$3.17M
|
-101,179
|
-21%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.6M
|
+$611K
|
+19,485
|
+5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$2.86M
|
+91,342
|
+35%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9.99M
|
+$2.29M
|
+73,214
|
+28%
|
|
|
17
|
Vickerman Investment Advisors
Spokane,
Washington
|
$8.86M
|
-$53.7K
|
-1,715
|
-0.6%
|
|
|
18
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$8.47M
|
+$344K
|
+10,982
|
+4%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.41M
|
+$2.98M
|
+95,156
|
+51%
|
|
|
20
|
BCGM Wealth Management
Lafayette,
Indiana
|
$7.17M
|
+$7.48M
|
+238,765
|
New
|
|
|
21
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.15M
|
+$150K
|
+4,779
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.09M
|
-$3.62M
|
-115,384
|
-33%
|
|
|
23
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$6.69M
|
+$106K
|
+3,384
|
+2%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.68M
|
+$808K
|
+25,785
|
+13%
|
|
|
25
|
Titleist Asset Management
San Antonio,
Texas
|
$5.33M
|
+$359K
|
+11,441
|
+7%
|
|
