|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9M
|
+$4.23M
|
+119,157
|
+28%
|
|
|
2
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.4M
|
+$11.2M
|
+316,628
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.96M
|
+$5.69M
|
+160,454
|
+112%
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
$8.25M
|
–
|
–
|
–
|
|
|
5
|
Regal Investment Advisors
Kentwood,
Michigan
|
$7.94M
|
+$363K
|
+10,240
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.7M
|
+$7.23M
|
+203,901
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.53M
|
+$4.94M
|
+139,085
|
+475%
|
|
|
8
|
Great Diamond Partners
Portland,
Maine
|
$5.43M
|
-$51.3K
|
-1,446
|
-0.9%
|
|
|
9
|
Keystone Wealth Services
Palm Desert,
California
|
$4.8M
|
+$2.57M
|
+72,387
|
+98%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$3.7M
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.57M
|
+$3.5M
|
+98,511
|
+955%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.47M
|
+$1.61M
|
+45,310
|
+75%
|
|
|
13
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.41M
|
+$3.68M
|
+103,707
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$3.21M
|
+$2.83M
|
+79,872
|
+445%
|
|
|
15
|
Integrated Advisors Network
Dallas,
Texas
|
$2.7M
|
–
|
–
|
–
|
|
|
16
|
Integrity Financial
Cheyenne,
Wyoming
|
$2.29M
|
+$122K
|
+3,426
|
+5%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.15M
|
+$425K
|
+11,972
|
+22%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.94M
|
+$2.09M
|
+58,989
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.86M
|
+$2.01M
|
+56,761
|
New
|
|
|
20
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.85M
|
-$209K
|
-5,879
|
-9%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$1.77M
|
+$750K
|
+21,124
|
+64%
|
|
|
22
|
Icon Wealth Advisors
Houston,
Texas
|
$1.51M
|
+$1.63M
|
+45,968
|
New
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.51M
|
+$1.63M
|
+45,989
|
New
|
|
|
24
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.48M
|
+$456K
|
+12,859
|
+40%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$1.36M
|
+$1.47M
|
+41,446
|
New
|
|
