|
1
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$9.88M
|
+$755K
|
+14,639
|
+8%
|
|
|
2
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.62M
|
+$4.57M
|
+88,699
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.94M
|
+$2.89M
|
+56,083
|
+287%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.66M
|
+$603K
|
+11,688
|
+30%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$154K
|
+2,985
|
+6%
|
|
|
6
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.15M
|
+$153K
|
+2,972
|
+8%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.98M
|
+$1.96M
|
+37,998
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.97M
|
+$1.95M
|
+37,867
|
New
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$836K
|
-$53.4K
|
-1,035
|
-6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$636K
|
+$629K
|
+12,206
|
New
|
|
|
11
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$585K
|
–
|
–
|
–
|
|
|
12
|
Regal Investment Advisors
Kentwood,
Michigan
|
$547K
|
+$542K
|
+10,507
|
New
|
|
|
13
|
|
$535K
|
-$2.15M
|
-41,717
|
-80%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$532K
|
+$528K
|
+10,234
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$493K
|
+$135K
|
+2,617
|
+38%
|
|
|
16
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$377K
|
+$373K
|
+7,238
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$354K
|
+$351K
|
+6,803
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$311K
|
-$126K
|
-2,439
|
-29%
|
|
|
19
|
Parsons Capital Management
Providence,
Rhode Island
|
$242K
|
+$16.1K
|
+312
|
+7%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$209K
|
+$207K
|
+4,012
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$202K
|
+$200K
|
+3,876
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$163K
|
+$21.2K
|
+412
|
+15%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$130K
|
–
|
–
|
–
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$125K
|
+$124K
|
+2,407
|
New
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$118K
|
+$116K
|
+2,259
|
New
|
|
