|
1
|
O'Donnell Financial Services
San Rafael,
California
|
$18.8M
|
-$1.04M
|
-37,681
|
-5%
|
|
|
2
|
PFS Partners
Mine Hill,
New Jersey
|
$11.1M
|
+$18.2K
|
+662
|
+0.2%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.72M
|
+$1.02M
|
+36,905
|
+15%
|
|
|
4
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.38M
|
-$181K
|
-6,563
|
-3%
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.38M
|
-$41.3K
|
-1,500
|
-0.9%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$3.48M
|
+$23.7K
|
+861
|
+0.7%
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.46M
|
-$64.1K
|
-2,327
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.4M
|
-$302K
|
-10,966
|
-8%
|
|
|
9
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$2.99M
|
-$119K
|
-4,326
|
-4%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.43M
|
-$6.2K
|
-225
|
-0.2%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$2.34M
|
-$16.6K
|
-602
|
-0.7%
|
|
|
12
|
Trek Financial
Scottsdale,
Arizona
|
$2.31M
|
+$48.3K
|
+1,754
|
+2%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$2.19M
|
+$262K
|
+9,519
|
+13%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.98M
|
-$28.6K
|
-1,038
|
-1%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.94M
|
+$271K
|
+9,842
|
+16%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.89M
|
+$24.4K
|
+886
|
+1%
|
|
|
17
|
Stegent Equity Advisors
Houston,
Texas
|
$1.65M
|
+$148K
|
+5,384
|
+10%
|
|
|
18
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.02M
|
–
|
–
|
–
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.01M
|
+$2.67K
|
+97
|
+0.3%
|
|
|
20
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$965K
|
–
|
–
|
–
|
|
|
21
|
HBW Advisory Services
Simi Valley,
California
|
$955K
|
-$18.4K
|
-666
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$940K
|
+$15.7K
|
+568
|
+2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$809K
|
+$140K
|
+5,087
|
+20%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$784K
|
-$1.02K
|
-37
|
-0.1%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$750K
|
+$15.2K
|
+550
|
+2%
|
|
