|
1
|
Truist Financial
Charlotte,
North Carolina
|
$8M
|
+$7.95M
|
+251,411
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.34M
|
+$4.56M
|
+144,142
|
+166%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.26M
|
+$2.06M
|
+65,260
|
+40%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$4.4M
|
+$797K
|
+25,213
|
+22%
|
|
|
5
|
Global Retirement Partners
San Rafael,
California
|
$2.83M
|
-$44.5K
|
-1,409
|
-2%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$2.42M
|
+$1.34M
|
+42,387
|
+125%
|
|
|
7
|
Keystone Wealth Services
Palm Desert,
California
|
$2.39M
|
+$218K
|
+6,900
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
+$731K
|
+23,126
|
+61%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.94M
|
+$1.93M
|
+61,132
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.67M
|
+$1.45M
|
+45,903
|
+679%
|
|
|
11
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$1.59M
|
+$1.58M
|
+50,068
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.55M
|
-$841K
|
-26,599
|
-35%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.47M
|
+$1.46M
|
+46,214
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.46M
|
+$812K
|
+25,685
|
+126%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$1.24M
|
+$396K
|
+12,534
|
+47%
|
|
|
16
|
Oppenheimer & Co
New York
|
$970K
|
+$965K
|
+30,530
|
New
|
|
|
17
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$937K
|
+$375K
|
+11,873
|
+67%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$905K
|
+$434K
|
+13,726
|
+93%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$898K
|
+$649K
|
+20,550
|
+266%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$868K
|
+$495K
|
+15,677
|
+134%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$868K
|
+$564K
|
+17,841
|
+188%
|
|
|
22
|
TRUADVICE
Sarasota,
Florida
|
$797K
|
–
|
–
|
–
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$790K
|
-$326K
|
-10,311
|
-29%
|
|
|
24
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$779K
|
+$759K
|
+24,024
|
New
|
|
|
25
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$738K
|
+$734K
|
+23,222
|
New
|
|
