|
1
|
Oppenheimer & Co
New York
|
$21.6M
|
+$21M
|
+599,727
|
New
|
|
|
2
|
Lifestyle Asset Management
Friendswood,
Texas
|
$21.5M
|
-$7.62M
|
-217,603
|
-27%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
+$4.58M
|
+130,708
|
+75%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$8.27M
|
+$525K
|
+15,004
|
+7%
|
|
|
5
|
Foguth Wealth Management
Brighton,
Michigan
|
$5.48M
|
+$954K
|
+27,239
|
+22%
|
|
|
6
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.14M
|
-$4.97M
|
-141,958
|
-50%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
+$3.94M
|
+112,461
|
+457%
|
|
|
8
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$4.77M
|
+$64.3K
|
+1,836
|
+1%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.72M
|
+$2.63M
|
+75,175
|
+134%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.42M
|
+$1.18M
|
+33,576
|
+38%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.95M
|
+$478K
|
+13,641
|
+14%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.91M
|
-$132K
|
-3,760
|
-3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.88M
|
+$3.47M
|
+99,208
|
+1,147%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$2.21M
|
+$1.21M
|
+34,643
|
+129%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$2.18M
|
+$2.06M
|
+58,742
|
+3,355%
|
|
|
16
|
Ignite Planners
San Clemente,
California
|
$1.99M
|
+$15.2K
|
+435
|
+0.8%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$1.91M
|
+$27.6K
|
+789
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
-$6.48M
|
-185,138
|
-80%
|
|
|
19
|
REAP Financial Group
Austin,
Texas
|
$1.55M
|
+$373K
|
+10,641
|
+33%
|
|
|
20
|
1ST Source Bank
South Bend,
Indiana
|
$1.52M
|
–
|
–
|
–
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
22
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.44M
|
+$3.99K
|
+114
|
+0.3%
|
|
|
23
|
|
$1.33M
|
+$1.29M
|
+36,868
|
New
|
|
|
24
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.31M
|
+$715K
|
+20,417
|
+127%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$1.28M
|
-$18.3K
|
-524
|
-1%
|
|
