|
1
|
Lifestyle Asset Management
Friendswood,
Texas
|
$28.4M
|
+$27.9M
|
+814,682
|
New
|
|
|
2
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.94M
|
+$9.75M
|
+284,732
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.12M
|
+$2.31M
|
+67,434
|
+41%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$7.49M
|
+$3.6M
|
+105,223
|
+96%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.11M
|
+$3.84M
|
+112,048
|
+178%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.35M
|
+$3.61M
|
+105,360
|
+219%
|
|
|
7
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$4.56M
|
+$4.48M
|
+130,745
|
New
|
|
|
8
|
Signal Advisors Wealth
Detroit,
Michigan
|
$4.36M
|
+$420K
|
+12,265
|
+11%
|
|
|
9
|
Foguth Wealth Management
Brighton,
Michigan
|
$4.36M
|
+$4.28M
|
+125,052
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.92M
|
+$3.34M
|
+97,448
|
+656%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.36M
|
-$1.29M
|
-37,762
|
-28%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.12M
|
+$95.1K
|
+2,777
|
+3%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$3.02M
|
+$1.42M
|
+41,529
|
+92%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.95M
|
+$1.92M
|
+55,962
|
+1,119,240%
|
|
|
15
|
Ignite Planners
San Clemente,
California
|
$1.89M
|
+$444K
|
+12,966
|
+31%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$1.82M
|
+$26K
|
+758
|
+1%
|
|
|
17
|
1ST Source Bank
South Bend,
Indiana
|
$1.48M
|
+$1.45M
|
+42,360
|
New
|
|
|
18
|
World Investment Advisors
Santa Barbara,
California
|
$1.43M
|
+$120K
|
+3,500
|
+9%
|
|
|
19
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.4M
|
-$9.24K
|
-270
|
-0.7%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$1.26M
|
+$137K
|
+4,000
|
+12%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$869K
|
+25,374
|
+255%
|
|
|
22
|
REAP Financial Group
Austin,
Texas
|
$1.13M
|
+$638K
|
+18,633
|
+135%
|
|
|
23
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.02M
|
+$996K
|
+29,087
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$935K
|
+$492K
|
+14,369
|
+116%
|
|
|
25
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$911K
|
–
|
–
|
–
|
|
