|
1
|
Royal Harbor Partners
Houston,
Texas
|
$14.4M
|
+$14.3M
|
+519,262
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
+$183K
|
+6,656
|
+4%
|
|
|
3
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$2.57M
|
-$23.6K
|
-855
|
-0.9%
|
|
|
4
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.57M
|
-$45.2K
|
-1,639
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
+$135K
|
+4,907
|
+6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.41M
|
+$7.03K
|
+255
|
+0.3%
|
|
|
7
|
Auour Investments
Woburn,
Massachusetts
|
$1.77M
|
+$1.76M
|
+63,923
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.29M
|
+$1.28M
|
+46,538
|
New
|
|
|
9
|
AIFG Consultants
Halfmoon,
New York
|
$877K
|
-$2.37K
|
-86
|
-0.3%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$742K
|
+$94.9K
|
+3,441
|
+15%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$623K
|
+$189K
|
+6,866
|
+44%
|
|
|
12
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$622K
|
+$1.13K
|
+41
|
+0.2%
|
|
|
13
|
|
$607K
|
-$2.49M
|
-90,249
|
-80%
|
|
|
14
|
Cooper Financial Group
Irvine,
California
|
$585K
|
–
|
–
|
–
|
|
|
15
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$521K
|
+$518K
|
+18,790
|
New
|
|
|
16
|
L & S Advisors
Los Angeles,
California
|
$455K
|
+$452K
|
+16,409
|
New
|
|
|
17
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$439K
|
-$1.2M
|
-43,478
|
-73%
|
|
|
18
|
NovaPoint Capital
Atlanta,
Georgia
|
$368K
|
+$366K
|
+13,282
|
New
|
|
|
19
|
Coppell Advisory Solutions
Coppell,
Texas
|
$207K
|
+$206K
|
+7,487
|
New
|
|
|
20
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$17.8K
|
+$17.7K
|
+643
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$13.9K
|
-$4.13K
|
-150
|
-23%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$55
|
+$55
|
+2
|
New
|
|
