|
1
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.54M
|
+$3.89M
|
+102,061
|
+73%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$8.65M
|
-$71.1K
|
-1,868
|
-0.8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.47M
|
-$34.6K
|
-908
|
-0.4%
|
|
|
4
|
Wood Tarver Financial Group
Boise,
Idaho
|
$7.36M
|
+$6M
|
+157,432
|
+553%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.08M
|
+$1.08M
|
+28,258
|
+38%
|
|
|
6
|
Hickory Asset Management
Concord,
Ohio
|
$3.74M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
-$3.21M
|
-84,323
|
-48%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.31M
|
+$455K
|
+11,940
|
+17%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.31M
|
-$2.84M
|
-74,643
|
-47%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$3.2M
|
-$1.03M
|
-27,058
|
-25%
|
|
|
11
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.02M
|
-$717K
|
-18,837
|
-27%
|
|
|
12
|
Foguth Wealth Management
Brighton,
Michigan
|
$1.93M
|
-$1.22M
|
-32,144
|
-40%
|
|
|
13
|
|
$1.82M
|
+$1.73M
|
+45,360
|
+8,384%
|
|
|
14
|
Ignite Planners
San Clemente,
California
|
$1.73M
|
-$21.3K
|
-560
|
-1%
|
|
|
15
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.66M
|
+$1.6M
|
+41,980
|
New
|
|
|
16
|
Founders Financial Securities
Towson,
Maryland
|
$1.64M
|
+$123K
|
+3,219
|
+8%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$1.61M
|
+$86.8K
|
+2,278
|
+6%
|
|
|
18
|
Holistic Planning
Nacogdoches,
Texas
|
$1.51M
|
+$759K
|
+19,932
|
+110%
|
|
|
19
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.48M
|
+$132K
|
+3,463
|
+10%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$1.45M
|
-$15.2K
|
-400
|
-1%
|
|
|
21
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.43M
|
-$98.5K
|
-2,587
|
-7%
|
|
|
22
|
Armis Advisers
Atlanta,
Georgia
|
$1.36M
|
+$25.6K
|
+672
|
+2%
|
|
|
23
|
REAP Financial Group
Austin,
Texas
|
$1.32M
|
+$25.9K
|
+679
|
+2%
|
|
|
24
|
|
$1.22M
|
-$250K
|
-6,569
|
-18%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.12M
|
+$267K
|
+6,999
|
+33%
|
|
