|
1
|
SageView Advisory Group
Newport Beach,
California
|
$7.5M
|
+$1.45M
|
+50,547
|
+25%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.1M
|
-$4.52M
|
-157,486
|
-69%
|
|
|
3
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.99M
|
-$7.77K
|
-271
|
-0.4%
|
|
|
4
|
Fiduciary Financial Group
San Rafael,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
5
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.67M
|
–
|
–
|
–
|
|
|
6
|
Americana Partners
Houston,
Texas
|
$1.63M
|
-$534K
|
-18,625
|
-25%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.55M
|
-$114K
|
-3,982
|
-7%
|
|
|
8
|
Commons Capital
Needham,
Massachusetts
|
$1.51M
|
+$1.14M
|
+39,729
|
+336%
|
|
|
9
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
+$50K
|
+1,745
|
+5%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
-$9.26K
|
-323
|
-0.8%
|
|
|
12
|
WPWealth
Fort Worth,
Texas
|
$996K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$913K
|
-$96.3K
|
-3,358
|
-10%
|
|
|
14
|
|
$731K
|
+$717K
|
+25,000
|
New
|
|
|
15
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$626K
|
+$66K
|
+2,300
|
+12%
|
|
|
16
|
Red Crane Wealth Management
San Francisco,
California
|
$616K
|
-$10.7K
|
-372
|
-2%
|
|
|
17
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$492K
|
-$9.75K
|
-340
|
-2%
|
|
|
18
|
PFG Advisors
Phoenix,
Arizona
|
$411K
|
–
|
–
|
–
|
|
|
19
|
BCS Wealth Management
Johnson City,
Tennessee
|
$363K
|
+$356K
|
+12,418
|
New
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$361K
|
–
|
–
|
–
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$333K
|
–
|
–
|
–
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$320K
|
+$315K
|
+10,967
|
New
|
|
|
23
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$320K
|
–
|
–
|
–
|
|
|
24
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
25
|
PFS Partners
Mine Hill,
New Jersey
|
$300K
|
–
|
–
|
–
|
|
