|
1
|
Fiduciary Planning
Englewood,
Florida
|
$27.4M
|
-$3.32M
|
-66,898
|
-11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
+$4.01M
|
+80,875
|
+20%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.4M
|
+$677K
|
+13,662
|
+3%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$24.2M
|
+$15.2M
|
+307,241
|
+200%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.4M
|
-$329K
|
-6,637
|
-2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
+$456K
|
+9,209
|
+3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.3M
|
+$575K
|
+11,592
|
+4%
|
|
|
8
|
Armis Advisers
Atlanta,
Georgia
|
$13.2M
|
-$148K
|
-2,982
|
-1%
|
|
|
9
|
REAP Financial Group
Austin,
Texas
|
$12.2M
|
-$153K
|
-3,092
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.48M
|
+$1.14M
|
+22,918
|
+14%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$9.25M
|
+$2.09M
|
+42,170
|
+31%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
$7.36M
|
-$1.69M
|
-34,083
|
-20%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.69M
|
+$409K
|
+8,247
|
+7%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.63M
|
-$251K
|
-5,074
|
-4%
|
|
|
15
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$5.76M
|
-$31.2K
|
-630
|
-0.6%
|
|
|
16
|
Great Diamond Partners
Portland,
Maine
|
$5.71M
|
+$11.9K
|
+240
|
+0.2%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$5.4M
|
+$2.31M
|
+46,569
|
+83%
|
|
|
18
|
LM Advisors
San Diego,
California
|
$4.64M
|
-$11.3K
|
-229
|
-0.3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.55M
|
+$354K
|
+7,148
|
+9%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$4M
|
-$1.86M
|
-37,450
|
-33%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.86M
|
–
|
–
|
–
|
|
|
22
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.67M
|
–
|
–
|
–
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$3.55M
|
-$209K
|
-4,213
|
-6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.19M
|
-$1.19M
|
-23,935
|
-28%
|
|
|
25
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.79M
|
-$187K
|
-3,777
|
-7%
|
|
