|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$5.91M
|
+143,793
|
+146%
|
|
|
2
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.78M
|
-$156K
|
-3,786
|
-2%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$9.23M
|
+$560K
|
+13,620
|
+7%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.08M
|
+$4.22M
|
+102,657
|
+113%
|
|
|
5
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$7.41M
|
+$7.31M
|
+177,858
|
New
|
|
|
6
|
Wood Tarver Financial Group
Boise,
Idaho
|
$6.56M
|
-$885K
|
-21,543
|
-12%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6M
|
-$1.88M
|
-45,805
|
-24%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.03M
|
-$203K
|
-4,947
|
-5%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.73M
|
+$274K
|
+6,673
|
+8%
|
|
|
10
|
Founders Financial Securities
Towson,
Maryland
|
$2.71M
|
+$239K
|
+5,808
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.26M
|
+$61.1K
|
+1,488
|
+3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.24M
|
-$458K
|
-11,152
|
-17%
|
|
|
13
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.75M
|
–
|
–
|
–
|
|
|
14
|
Ignite Planners
San Clemente,
California
|
$1.7M
|
-$99.2K
|
-2,414
|
-6%
|
|
|
15
|
Foguth Wealth Management
Brighton,
Michigan
|
$1.62M
|
+$1.59M
|
+38,780
|
New
|
|
|
16
|
Holistic Planning
Nacogdoches,
Texas
|
$1.51M
|
-$80.5K
|
-1,960
|
-5%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$1.5M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.5M
|
+$413K
|
+10,056
|
+39%
|
|
|
19
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.43M
|
-$13.2K
|
-320
|
-0.9%
|
|
|
20
|
Quantinno Capital Management
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.34M
|
+$27K
|
+657
|
+2%
|
|
|
22
|
|
$1.3M
|
+$59.4K
|
+1,445
|
+5%
|
|
|
23
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.23M
|
-$245K
|
-5,958
|
-17%
|
|
|
24
|
REAP Financial Group
Austin,
Texas
|
$1.1M
|
-$142K
|
-3,461
|
-12%
|
|
|
25
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.08M
|
-$140K
|
-3,418
|
-12%
|
|
