|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$5.47M
|
+122,938
|
+81%
|
|
|
2
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$11.7M
|
-$304K
|
-6,842
|
-3%
|
|
|
3
|
REAP Financial Group
Austin,
Texas
|
$10.8M
|
-$1.3M
|
-29,326
|
-11%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.4M
|
+$2.89M
|
+64,959
|
+53%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$8.04M
|
-$31.9K
|
-717
|
-0.4%
|
|
|
6
|
Winnow Wealth
Waco,
Texas
|
$5.51M
|
+$5.39M
|
+121,280
|
+9,820%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.25M
|
+$775K
|
+17,430
|
+18%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$5.08M
|
+$4.66M
|
+104,792
|
+1,243%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.96M
|
-$536K
|
-12,043
|
-10%
|
|
|
10
|
Wood Tarver Financial Group
Boise,
Idaho
|
$4.52M
|
+$1.63M
|
+36,628
|
+57%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.47M
|
-$181K
|
-4,078
|
-4%
|
|
|
12
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.12M
|
-$6.67K
|
-150
|
-0.2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.92M
|
+$1.23M
|
+27,663
|
+46%
|
|
|
14
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$3.51M
|
+$57.7K
|
+1,297
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.1M
|
-$28.9K
|
-650
|
-0.9%
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
$3M
|
+$2.97M
|
+66,741
|
New
|
|
|
17
|
Founders Financial Securities
Towson,
Maryland
|
$2.73M
|
+$237K
|
+5,322
|
+10%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
+$166K
|
+3,739
|
+7%
|
|
|
19
|
LifeWealth Investments
Winter Garden,
Florida
|
$2.54M
|
-$6.94K
|
-156
|
-0.3%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.41M
|
–
|
–
|
–
|
|
|
21
|
Hardworking Capital Advisors
Palm Desert,
California
|
$2.05M
|
+$2.03M
|
+45,689
|
New
|
|
|
22
|
Ignite Planners
San Clemente,
California
|
$1.73M
|
+$20.2K
|
+454
|
+1%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.59M
|
+$13.3K
|
+300
|
+0.9%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.56M
|
-$308K
|
-6,936
|
-17%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$1.54M
|
-$106K
|
-2,380
|
-6%
|
|
