|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.7M
|
-$4.83M
|
-97,822
|
-15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.7M
|
+$7.09M
|
+143,825
|
+50%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.8M
|
+$3.54M
|
+71,722
|
+21%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8M
|
+$309K
|
+6,273
|
+2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
+$4.32M
|
+87,655
|
+40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$1.79M
|
+36,348
|
+19%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$11M
|
+$1.19M
|
+24,184
|
+13%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$10.9M
|
+$587K
|
+11,893
|
+6%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$7.31M
|
+$4.89M
|
+99,051
|
+217%
|
|
|
10
|
REAP Financial Group
Austin,
Texas
|
$7.1M
|
+$346K
|
+7,019
|
+5%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$7.06M
|
-$182K
|
-3,681
|
-3%
|
|
|
12
|
BAM Wealth Management
Lakewood,
Colorado
|
$5.4M
|
+$5.27M
|
+106,883
|
New
|
|
|
13
|
Schulz Wealth
Mansfield,
Texas
|
$5.35M
|
-$15.7K
|
-318
|
-0.3%
|
|
|
14
|
Keystone Wealth Services
Palm Desert,
California
|
$5.26M
|
-$109K
|
-2,205
|
-2%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.99M
|
+$586K
|
+11,881
|
+14%
|
|
|
16
|
1776 Wealth
Atlanta,
Georgia
|
$3.71M
|
–
|
–
|
–
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$3.6M
|
+$311K
|
+6,301
|
+10%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.38M
|
-$2.98M
|
-60,389
|
-47%
|
|
|
19
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.27M
|
+$22.3K
|
+453
|
+0.7%
|
|
|
20
|
|
$2.99M
|
+$2.92M
|
+59,105
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.86M
|
+$412K
|
+8,356
|
+17%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$2.79M
|
+$296K
|
+5,998
|
+12%
|
|
|
23
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.34M
|
-$93.8K
|
-1,901
|
-4%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.15M
|
+$480K
|
+9,727
|
+30%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.94M
|
-$2.09M
|
-42,416
|
-53%
|
|
