|
1
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$24.1M
|
-$1.17M
|
-28,740
|
-5%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
+$20M
|
+492,977
|
New
|
|
|
3
|
Armis Advisers
Atlanta,
Georgia
|
$11.1M
|
+$11.1M
|
+273,519
|
New
|
|
|
4
|
REAP Financial Group
Austin,
Texas
|
$10.1M
|
-$203K
|
-5,000
|
-2%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$8.84M
|
-$9.5K
|
-234
|
-0.1%
|
|
|
6
|
Precedent Wealth Partners
Houston,
Texas
|
$6.54M
|
+$27.2K
|
+671
|
+0.4%
|
|
|
7
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$6.06M
|
-$137K
|
-3,370
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.85M
|
-$120K
|
-2,951
|
-2%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.5M
|
-$141K
|
-3,483
|
-4%
|
|
|
10
|
Per Stirling Capital Management
Austin,
Texas
|
$3.08M
|
+$103K
|
+2,542
|
+3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.89M
|
-$689K
|
-16,976
|
-19%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$69.3K
|
+1,708
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.15M
|
-$343K
|
-8,450
|
-14%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.02M
|
-$249K
|
-6,121
|
-11%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
-$10.1K
|
-249
|
-0.5%
|
|
|
16
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.55M
|
-$1.5K
|
-37
|
-0.1%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.42M
|
+$402K
|
+9,897
|
+40%
|
|
|
18
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.4M
|
+$1.39M
|
+34,277
|
New
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$1.31M
|
-$985K
|
-24,255
|
-43%
|
|
|
20
|
Wood Tarver Financial Group
Boise,
Idaho
|
$1.27M
|
+$1.27M
|
+31,293
|
New
|
|
|
21
|
Hickory Asset Management
Concord,
Ohio
|
$1.17M
|
+$1.17M
|
+28,841
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$167K
|
+4,122
|
+19%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$1.01M
|
-$145K
|
-3,575
|
-13%
|
|
|
24
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$987K
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$947K
|
+$135K
|
+3,337
|
+17%
|
|
