|
1
|
|
$9.31M
|
+$9.09M
|
+276,517
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$8.69M
|
+$219K
|
+6,654
|
+3%
|
|
|
3
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.6M
|
+$8.4M
|
+255,504
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.82M
|
+$32.9K
|
+1,000
|
+0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.32M
|
-$1.34M
|
-40,751
|
-18%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.76M
|
+$3.61M
|
+109,854
|
+180%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.28M
|
+$2.58M
|
+78,320
|
+161%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.05M
|
+$966K
|
+29,365
|
+48%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$2.94M
|
-$1.68M
|
-51,008
|
-37%
|
|
|
10
|
Keystone Wealth Services
Palm Desert,
California
|
$2.6M
|
+$62.5K
|
+1,900
|
+3%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.6M
|
+$30.2K
|
+917
|
+1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
+$685K
|
+20,832
|
+45%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$2.15M
|
-$827K
|
-25,153
|
-28%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.95M
|
+$168K
|
+5,110
|
+10%
|
|
|
15
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$1.86M
|
+$167K
|
+5,071
|
+10%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$1.55M
|
+$228K
|
+6,941
|
+18%
|
|
|
17
|
Oppenheimer & Co
New York
|
$1.46M
|
+$418K
|
+12,699
|
+42%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$1.44M
|
-$106K
|
-3,222
|
-7%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.08M
|
+$769K
|
+23,390
|
+268%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$1.07M
|
+$494K
|
+15,033
|
+90%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.06M
|
+$135K
|
+4,094
|
+15%
|
|
|
22
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$959K
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$937K
|
+$915K
|
+27,817
|
New
|
|
|
24
|
TRUADVICE
Sarasota,
Florida
|
$830K
|
–
|
–
|
–
|
|
|
25
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$829K
|
+$19.5K
|
+594
|
+2%
|
|
