|
1
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.73M
|
-$105K
|
-2,620
|
-1%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$8.47M
|
-$434K
|
-10,793
|
-5%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.74M
|
-$974K
|
-24,238
|
-11%
|
|
|
4
|
Wood Tarver Financial Group
Boise,
Idaho
|
$7.3M
|
-$276K
|
-6,878
|
-4%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.11M
|
-$55.4K
|
-1,380
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.02M
|
+$252K
|
+6,260
|
+7%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.72M
|
+$310K
|
+7,703
|
+9%
|
|
|
8
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$3.54M
|
+$3.49M
|
+86,820
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.38M
|
-$33.1K
|
-825
|
-1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.65M
|
-$639K
|
-15,896
|
-20%
|
|
|
11
|
Founders Financial Securities
Towson,
Maryland
|
$2.41M
|
+$712K
|
+17,731
|
+43%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$990K
|
+24,648
|
+87%
|
|
|
13
|
Ignite Planners
San Clemente,
California
|
$1.75M
|
-$17.5K
|
-435
|
-1%
|
|
|
14
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.71M
|
-$2.29K
|
-57
|
-0.1%
|
|
|
15
|
Holistic Planning
Nacogdoches,
Texas
|
$1.55M
|
–
|
–
|
–
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$1.48M
|
–
|
–
|
–
|
|
|
17
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.44M
|
-$77.5K
|
-1,928
|
-5%
|
|
|
18
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.41M
|
-$60.2K
|
-1,498
|
-4%
|
|
|
19
|
Quantinno Capital Management
New York
|
$1.34M
|
+$1.32M
|
+32,873
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.29M
|
-$364K
|
-9,057
|
-22%
|
|
|
21
|
REAP Financial Group
Austin,
Texas
|
$1.22M
|
-$137K
|
-3,411
|
-10%
|
|
|
22
|
|
$1.21M
|
-$41.4K
|
-1,031
|
-3%
|
|
|
23
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.19M
|
+$188K
|
+4,682
|
+19%
|
|
|
24
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.06M
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.06M
|
+$231K
|
+5,748
|
+28%
|
|
