|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$20M
|
+$338K
|
+8,087
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.5M
|
+$3.54M
|
+84,720
|
+27%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$14.2M
|
+$1.09M
|
+26,099
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$1.05M
|
+25,025
|
+9%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.7M
|
+$10.7M
|
+255,978
|
New
|
|
|
6
|
Strid Group
Newtown Square,
Pennsylvania
|
$6.47M
|
+$252K
|
+6,016
|
+4%
|
|
|
7
|
Willis Johnson & Associates
Houston,
Texas
|
$5.12M
|
+$616K
|
+14,722
|
+14%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$4.94M
|
+$302K
|
+7,214
|
+6%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.79M
|
+$695K
|
+16,612
|
+17%
|
|
|
10
|
|
$3.99M
|
+$4.01M
|
+96,006
|
New
|
|
|
11
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.53M
|
+$3.55M
|
+84,872
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.34M
|
+$64.3K
|
+1,539
|
+2%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.19M
|
+$2.2M
|
+52,552
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.14M
|
+$2.12M
|
+50,652
|
+6,103%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.07M
|
-$22.3K
|
-533
|
-1%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$2.01M
|
+$1.8M
|
+43,028
|
+811%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.79M
|
+$199K
|
+4,754
|
+12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.6M
|
+$144K
|
+3,437
|
+10%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.14M
|
+$70.6K
|
+1,689
|
+7%
|
|
|
20
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.13M
|
+$1.14M
|
+27,274
|
New
|
|
|
21
|
Collective Family Office
York,
Pennsylvania
|
$1.06M
|
+$40K
|
+956
|
+4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$67.2K
|
+1,608
|
+7%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$872K
|
+$111K
|
+2,660
|
+15%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$770K
|
+$422K
|
+10,104
|
+120%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$570K
|
+$31.4K
|
+750
|
+6%
|
|
