|
1
|
LPL Financial
San Diego,
California
|
$39.6M
|
+$990K
|
+31,961
|
+3%
|
|
|
2
|
Cedar Wealth Management
Walnut Creek,
California
|
$25M
|
+$60.9K
|
+1,967
|
+0.3%
|
|
|
3
|
|
$21M
|
-$2.41M
|
-77,755
|
-11%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.2M
|
+$11.7M
|
+376,964
|
+146%
|
|
|
5
|
KWB Wealth
Redlands,
California
|
$12.9M
|
+$13.1M
|
+423,255
|
New
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.1M
|
-$664K
|
-21,427
|
-6%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.38M
|
-$567K
|
-18,295
|
-6%
|
|
|
8
|
|
$9.01M
|
+$4.02M
|
+129,743
|
+84%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$7.19M
|
+$614K
|
+19,818
|
+10%
|
|
|
10
|
Equitable Holdings
New York
|
$6.85M
|
-$691K
|
-22,319
|
-9%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.48M
|
+$95.5K
|
+3,082
|
+2%
|
|
|
12
|
BOS Asset Management
Springfield,
Illinois
|
$6.25M
|
+$594K
|
+19,185
|
+11%
|
|
|
13
|
Chaney Capital Management
Lynnwood,
Washington
|
$6.01M
|
+$3.33M
|
+107,410
|
+131%
|
|
|
14
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.66M
|
+$176K
|
+5,685
|
+4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.4M
|
+$446K
|
+14,391
|
+12%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$4.35M
|
-$10.6K
|
-342
|
-0.2%
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.34M
|
-$422K
|
-13,613
|
-11%
|
|
|
18
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.54M
|
+$68.8K
|
+2,220
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
+$347K
|
+11,195
|
+17%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
+$29.2K
|
+943
|
+1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.84M
|
+$367K
|
+11,845
|
+26%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.75M
|
-$207K
|
-6,688
|
-11%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$1.7M
|
-$11K
|
-355
|
-0.7%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.69M
|
–
|
–
|
–
|
|
|
25
|
Falcon Wealth Planning
Ontario,
California
|
$1.6M
|
+$1.56M
|
+50,410
|
New
|
|
