|
1
|
Fiduciary Planning
Englewood,
Florida
|
$28.7M
|
+$423K
|
+8,459
|
+1%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22M
|
+$11.3M
|
+224,962
|
+99%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$16.7M
|
+333,539
|
+521%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$17.4M
|
+$8.16M
|
+163,079
|
+84%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16M
|
+$11.5M
|
+230,569
|
+238%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
-$5.75M
|
-114,916
|
-28%
|
|
|
7
|
Armis Advisers
Atlanta,
Georgia
|
$12.4M
|
+$1.43M
|
+28,639
|
+13%
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$11.5M
|
+$1.63M
|
+32,601
|
+16%
|
|
|
9
|
Stratos Investment Management
Beachwood,
Ohio
|
$8.52M
|
-$1.92M
|
-38,298
|
-18%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.79M
|
-$180K
|
-3,589
|
-2%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$7.5M
|
+$2.29M
|
+45,662
|
+42%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.55M
|
+$1.85M
|
+36,917
|
+38%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.42M
|
+$5.18M
|
+103,422
|
+367%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$5.83M
|
-$521K
|
-10,405
|
-8%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$5.47M
|
-$1.16M
|
-23,090
|
-17%
|
|
|
16
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$5.39M
|
-$112K
|
-2,239
|
-2%
|
|
|
17
|
Great Diamond Partners
Portland,
Maine
|
$5.31M
|
-$113K
|
-2,257
|
-2%
|
|
|
18
|
LM Advisors
San Diego,
California
|
$4.33M
|
+$64.6K
|
+1,290
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.14M
|
+$8.81K
|
+176
|
+0.2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.88M
|
-$141K
|
-2,827
|
-3%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.59M
|
–
|
–
|
–
|
|
|
22
|
Keystone Wealth Services
Palm Desert,
California
|
$3.51M
|
+$6.51K
|
+130
|
+0.2%
|
|
|
23
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.41M
|
-$33K
|
-660
|
-0.9%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.79M
|
-$1.15K
|
-23
|
-0%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$2.75M
|
+$1M
|
+20,077
|
+55%
|
|
