|
1
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$32.5M
|
+$31.6M
|
+926,029
|
New
|
|
|
2
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$29.5M
|
+$28.7M
|
+839,198
|
New
|
|
|
3
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$6.56M
|
-$438K
|
-12,830
|
-6%
|
|
|
4
|
GTS Financial
Bloomington,
Minnesota
|
$5.08M
|
+$76.3K
|
+2,232
|
+1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.05M
|
+$3.18M
|
+93,161
|
+423%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.37M
|
-$1.48M
|
-43,215
|
-31%
|
|
|
7
|
Cox Capital Management
Andover,
Massachusetts
|
$2.81M
|
-$37.5K
|
-1,097
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$9.79M
|
-286,401
|
-80%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
+$28.2K
|
+826
|
+2%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$1.1M
|
-$37.9K
|
-1,109
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.04M
|
+$139K
|
+4,060
|
+16%
|
|
|
12
|
&Partners
Nashville,
Tennessee
|
$1.01M
|
-$6.42K
|
-188
|
-0.7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$881K
|
+$82.5K
|
+2,415
|
+11%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$875K
|
+$51.3K
|
+1,500
|
+6%
|
|
|
15
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$763K
|
+$698K
|
+20,416
|
+1,570%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$671K
|
+$653K
|
+19,109
|
New
|
|
|
17
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$623K
|
+$606K
|
+17,720
|
New
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$562K
|
+$547K
|
+15,994
|
New
|
|
|
19
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$440K
|
-$52.5K
|
-1,537
|
-11%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$440K
|
-$52.5K
|
-1,537
|
-11%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$430K
|
+$418K
|
+12,236
|
New
|
|
|
22
|
Victory Financial Group
Austin,
Texas
|
$416K
|
-$288K
|
-8,417
|
-42%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$412K
|
+$401K
|
+11,720
|
New
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$161K
|
+$156K
|
+4,577
|
New
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$70.3K
|
+$68.4K
|
+2,000
|
New
|
|
