|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$44M
|
-$285K
|
-9,032
|
-0.7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
+$167K
|
+5,289
|
+1%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$13.1M
|
+$2.09M
|
+66,363
|
+20%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$6.83M
|
+216,558
|
+123%
|
|
|
5
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$9.51M
|
+$9.13M
|
+289,762
|
New
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.76M
|
+$6.49M
|
+206,031
|
New
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$5.64M
|
+$104K
|
+3,299
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.11M
|
-$5.64M
|
-178,965
|
-53%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$4.85M
|
-$943K
|
-29,917
|
-17%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.6M
|
+$97.7K
|
+3,100
|
+2%
|
|
|
11
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.42M
|
+$3.5K
|
+111
|
+0.1%
|
|
|
12
|
RiverTree Advisors
Winter Park,
Florida
|
$4.41M
|
+$4.23M
|
+134,358
|
New
|
|
|
13
|
TRUADVICE
Sarasota,
Florida
|
$4.2M
|
+$1.07M
|
+33,809
|
+36%
|
|
|
14
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$3.87M
|
–
|
–
|
–
|
|
|
15
|
|
$3.83M
|
+$3.68M
|
+116,621
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.52M
|
-$1.99M
|
-63,023
|
-37%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$3.51M
|
+$1.75M
|
+55,658
|
+108%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$3.49M
|
+$3.35M
|
+106,400
|
New
|
|
|
19
|
GDS Wealth Management
Flower Mound,
Texas
|
$2.78M
|
+$2.67M
|
+84,661
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.72M
|
+$467K
|
+14,810
|
+22%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$373K
|
+11,835
|
+19%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.24M
|
+$2.15M
|
+68,147
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$2.18M
|
+$649K
|
+20,590
|
+45%
|
|
|
24
|
SMART Wealth
Omaha,
Nebraska
|
$2.14M
|
-$1.33M
|
-42,111
|
-39%
|
|
|
25
|
Epic Trust Investment Advisors
Richland,
Washington
|
$1.95M
|
+$1.88M
|
+59,508
|
New
|
|
