|
1
|
Financial Management Professionals
Austin,
Texas
|
$16.6M
|
+$16.4M
|
+299,047
|
New
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.7M
|
+$2.45M
|
+44,582
|
+47%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$3.78M
|
+$314K
|
+5,710
|
+9%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.65M
|
-$1.77M
|
-32,209
|
-40%
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.56M
|
+$2.53M
|
+46,034
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.1M
|
+$122K
|
+2,216
|
+6%
|
|
|
7
|
Childress Capital Advisors
Houston,
Texas
|
$1.7M
|
+$2.29M
|
+41,750
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$808K
|
+$387K
|
+7,040
|
+94%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$774K
|
+$766K
|
+13,939
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$496K
|
+$149K
|
+2,716
|
+44%
|
|
|
11
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$494K
|
+$6.76K
|
+123
|
+1%
|
|
|
12
|
Secure Asset Management
Troy,
Michigan
|
$413K
|
-$84.3K
|
-1,535
|
-17%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$264K
|
–
|
–
|
–
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$244K
|
+$35.5K
|
+646
|
+17%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$237K
|
+$234K
|
+4,264
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217K
|
+$36.5K
|
+664
|
+21%
|
|
|
17
|
Trek Financial
Scottsdale,
Arizona
|
$216K
|
-$21K
|
-382
|
-9%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$201K
|
+$199K
|
+3,619
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
-$4.78K
|
-87
|
-3%
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$33K
|
+$25.2K
|
+458
|
+327%
|
|
|
21
|
|
$32K
|
+$31.1K
|
+567
|
New
|
|
|
22
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$824
|
+15
|
New
|
|
|
24
|
|
–
|
-$4.05M
|
-75,349
|
Closed
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$908K
|
-16,912
|
Closed
|
|
