|
1
|
Fiduciary Planning
Englewood,
Florida
|
$28.4M
|
-$181K
|
-3,256
|
-0.6%
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$19.3M
|
-$6.64M
|
-119,238
|
-26%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$18.7M
|
-$284K
|
-5,101
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
-$783K
|
-14,059
|
-5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.3M
|
-$9.91M
|
-177,912
|
-40%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.3M
|
-$4.04M
|
-72,632
|
-22%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$13M
|
+$1.67M
|
+29,996
|
+15%
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$12.4M
|
-$93.5K
|
-1,680
|
-0.8%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$8.55M
|
+$5.78M
|
+103,768
|
+220%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$7.25M
|
+$245K
|
+4,396
|
+4%
|
|
|
11
|
Stratos Investment Management
Beachwood,
Ohio
|
$7.08M
|
+$293K
|
+5,263
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.3M
|
-$3.96M
|
-71,070
|
-39%
|
|
|
13
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.16M
|
-$66.3K
|
-1,190
|
-1%
|
|
|
14
|
Great Diamond Partners
Portland,
Maine
|
$5.96M
|
-$287K
|
-5,151
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.88M
|
-$17.7M
|
-317,498
|
-75%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.51M
|
+$431K
|
+7,740
|
+9%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.17M
|
–
|
–
|
–
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.96M
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$3.82M
|
-$1.01M
|
-18,111
|
-21%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.16M
|
-$89.8K
|
-1,612
|
-3%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.76M
|
+$100K
|
+1,804
|
+4%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.61M
|
-$394K
|
-7,082
|
-13%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.56M
|
+$2.19M
|
+39,292
|
+662%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.43M
|
-$1.78M
|
-31,986
|
-43%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.37M
|
–
|
–
|
–
|
|
