|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.9M
|
+$20.6M
|
+560,183
|
New
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$22.4M
|
+$20.1M
|
+546,507
|
New
|
|
|
3
|
INVST
Indianapolis,
Indiana
|
$9.48M
|
+$8.38M
|
+228,164
|
New
|
|
|
4
|
SkyOak Wealth
Southfield,
Michigan
|
$7.19M
|
-$177K
|
-4,831
|
-3%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.45M
|
+$549K
|
+14,961
|
+12%
|
|
|
6
|
PAX Financial Group
San Antonio,
Texas
|
$5.41M
|
+$4.71M
|
+128,218
|
New
|
|
|
7
|
Ascent Group
Virginia Beach,
Virginia
|
$3.54M
|
+$3.07M
|
+83,545
|
New
|
|
|
8
|
|
$3.33M
|
+$1.49M
|
+40,700
|
+94%
|
|
|
9
|
KM Capital Management
Austin,
Texas
|
$2.42M
|
+$934K
|
+25,439
|
+72%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$2.28M
|
+$2.11M
|
+57,589
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.21M
|
+$1.6M
|
+43,558
|
+358%
|
|
|
12
|
BlackDiamond Wealth Management
New York
|
$1.74M
|
+$1.54M
|
+41,892
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$1.23M
|
+33,510
|
New
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.21M
|
-$8.56K
|
-233
|
-0.8%
|
|
|
15
|
Fulcrum Equity Management
Plano,
Texas
|
$1.18M
|
+$1.1M
|
+29,886
|
New
|
|
|
16
|
Bush Investment Group
Valdosta,
Georgia
|
$1.14M
|
+$1.01M
|
+27,419
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.09M
|
-$61.2K
|
-1,666
|
-6%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$907K
|
-$16.9K
|
-461
|
-2%
|
|
|
19
|
Foundry Financial Group
Laconia,
New Hampshire
|
$864K
|
+$801K
|
+21,807
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$595K
|
-$78.2K
|
-2,130
|
-12%
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$565K
|
+$161K
|
+4,382
|
+44%
|
|
|
22
|
MGO One Seven
Beachwood,
Ohio
|
$564K
|
+$523K
|
+14,252
|
New
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$463K
|
+$213K
|
+5,806
|
+99%
|
|
|
24
|
Legacy Capital Group California
Los Gatos,
California
|
$284K
|
+$263K
|
+7,168
|
New
|
|
|
25
|
Synergy Asset Management
Vancouver,
Washington
|
$271K
|
-$4.85K
|
-132
|
-2%
|
|
