|
1
|
LPL Financial
San Diego,
California
|
$60.3M
|
+$13.4M
|
+388,798
|
+29%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.4M
|
+$9.72M
|
+281,222
|
+33%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$29.3M
|
+$18.5M
|
+534,913
|
+179%
|
|
|
4
|
Cedar Wealth Management
Walnut Creek,
California
|
$28.8M
|
+$233K
|
+6,737
|
+0.8%
|
|
|
5
|
|
$21.9M
|
-$331K
|
-9,582
|
-2%
|
|
|
6
|
Berkeley Inc
Boise,
Idaho
|
$21.8M
|
+$5.24M
|
+151,676
|
+32%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.1M
|
+$3.16M
|
+91,360
|
+20%
|
|
|
8
|
Chaney Capital Management
Lynnwood,
Washington
|
$12.8M
|
+$481K
|
+13,906
|
+4%
|
|
|
9
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$12.6M
|
+$12.4M
|
+358,289
|
New
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.3M
|
-$4.15K
|
-120
|
-0%
|
|
|
11
|
BOS Asset Management
Springfield,
Illinois
|
$8.44M
|
-$17.5K
|
-506
|
-0.2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$7.97M
|
-$4.99M
|
-144,198
|
-39%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.88M
|
-$238K
|
-6,886
|
-3%
|
|
|
14
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.17M
|
+$7.06M
|
+204,109
|
New
|
|
|
15
|
Well Done LLC
Holland,
Michigan
|
$6.21M
|
-$264K
|
-7,636
|
-4%
|
|
|
16
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.49M
|
+$110K
|
+3,176
|
+2%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.36M
|
-$25.3M
|
-731,354
|
-83%
|
|
|
18
|
Opes Wealth Management
Menlo Park,
California
|
$4.71M
|
+$30.9K
|
+895
|
+0.7%
|
|
|
19
|
Falcon Wealth Planning
Ontario,
California
|
$4.15M
|
-$121K
|
-3,499
|
-3%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.13M
|
+$896K
|
+25,914
|
+28%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.24M
|
-$17.1K
|
-494
|
-0.5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
+$55.2K
|
+1,597
|
+2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.74M
|
+$332K
|
+9,600
|
+14%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.37M
|
+$439K
|
+12,705
|
+23%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.35M
|
-$44.5K
|
-1,287
|
-2%
|
|
