|
1
|
Fiduciary Planning
Englewood,
Florida
|
$27.9M
|
-$897K
|
-16,704
|
-3%
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$25.4M
|
-$22.7K
|
-423
|
-0.1%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.7M
|
-$933K
|
-17,378
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
-$3.07M
|
-57,093
|
-12%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.5M
|
-$792K
|
-14,744
|
-4%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.9M
|
-$619K
|
-11,519
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
-$1.31M
|
-24,370
|
-8%
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$12.1M
|
-$676K
|
-12,594
|
-5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$11M
|
+$1.2M
|
+22,329
|
+13%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.92M
|
-$17.9K
|
-333
|
-0.2%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$6.82M
|
-$215K
|
-4,003
|
-3%
|
|
|
12
|
Stratos Investment Management
Beachwood,
Ohio
|
$6.6M
|
-$1.12M
|
-20,780
|
-15%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$6.19M
|
+$3.63M
|
+67,570
|
+151%
|
|
|
14
|
Great Diamond Partners
Portland,
Maine
|
$6.09M
|
+$78.7K
|
+1,466
|
+1%
|
|
|
15
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.06M
|
–
|
–
|
–
|
|
|
16
|
LM Advisors
San Diego,
California
|
$5.06M
|
+$164K
|
+3,060
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.94M
|
+$151K
|
+2,819
|
+3%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$4.72M
|
-$930K
|
-17,323
|
-17%
|
|
|
19
|
BAM Wealth Management
Lakewood,
Colorado
|
$4.49M
|
+$4.37M
|
+81,394
|
New
|
|
|
20
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.13M
|
+$3.67M
|
+68,341
|
+1,044%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.06M
|
–
|
–
|
–
|
|
|
22
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.86M
|
–
|
–
|
–
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$3.74M
|
-$269
|
-5
|
-0%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.37M
|
-$3.51M
|
-65,358
|
-52%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.17M
|
-$183K
|
-3,416
|
-6%
|
|
