|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$14M
|
-$1.05M
|
-22,774
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.7M
|
-$272K
|
-5,933
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
-$10.8M
|
-235,977
|
-48%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$781K
|
+17,019
|
+8%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$9.63M
|
-$2.49M
|
-54,356
|
-20%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$7.26M
|
-$213K
|
-4,642
|
-3%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$6.48M
|
+$1.86M
|
+40,597
|
+39%
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$6.29M
|
-$367K
|
-7,991
|
-5%
|
|
|
9
|
Armis Advisers
Atlanta,
Georgia
|
$5.1M
|
-$288K
|
-6,269
|
-5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.85M
|
-$7.66M
|
-167,015
|
-61%
|
|
|
11
|
Schulz Wealth
Mansfield,
Texas
|
$4.8M
|
-$303K
|
-6,600
|
-6%
|
|
|
12
|
Keystone Wealth Services
Palm Desert,
California
|
$4.74M
|
-$27.8K
|
-605
|
-0.6%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.58M
|
+$177K
|
+3,849
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.45M
|
-$17.3K
|
-377
|
-0.4%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.16M
|
+$395K
|
+8,601
|
+10%
|
|
|
16
|
1776 Wealth
Atlanta,
Georgia
|
$3.27M
|
–
|
–
|
–
|
|
|
17
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.91M
|
-$52K
|
-1,134
|
-2%
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$2.69M
|
-$2.16K
|
-47
|
-0.1%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.57M
|
-$125K
|
-2,729
|
-5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.47M
|
-$206K
|
-4,482
|
-7%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$2.35M
|
-$85.6K
|
-1,865
|
-3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$2.03M
|
+$2.09M
|
+45,488
|
New
|
|
|
23
|
Atria Wealth Solutions
New York
|
$1.61M
|
-$218K
|
-4,750
|
-12%
|
|
|
24
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.56M
|
-$8.72K
|
-190
|
-0.5%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1.48M
|
+$497K
|
+10,820
|
+48%
|
|
