|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
+$9.41M
|
+348,242
|
+274%
|
|
|
2
|
PFS Partners
Mine Hill,
New Jersey
|
$12.1M
|
-$61.8K
|
-2,288
|
-0.5%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.29M
|
-$2.9M
|
-107,327
|
-37%
|
|
|
4
|
O'Donnell Financial Services
San Rafael,
California
|
$5.22M
|
-$14.2M
|
-524,155
|
-75%
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.73M
|
-$37.2K
|
-1,375
|
-0.8%
|
|
|
6
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$4.27M
|
+$3.96M
|
+146,416
|
New
|
|
|
7
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.54M
|
-$2.15M
|
-79,702
|
-40%
|
|
|
8
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$3.28M
|
+$17.8K
|
+659
|
+0.6%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$2.95M
|
+$392K
|
+14,497
|
+17%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.33M
|
+$201K
|
+7,426
|
+10%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$2.08M
|
-$277K
|
-10,252
|
-13%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.98M
|
-$75.4K
|
-2,791
|
-4%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.95M
|
-$197K
|
-7,286
|
-10%
|
|
|
14
|
Stegent Equity Advisors
Houston,
Texas
|
$1.79M
|
-$6.22K
|
-230
|
-0.4%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$1.67M
|
+$1.33M
|
+49,278
|
+621%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.08M
|
-$27.8K
|
-1,028
|
-3%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.03M
|
-$66.8K
|
-2,471
|
-7%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$892
|
+33
|
+0.1%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.01M
|
+$120K
|
+4,444
|
+15%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$1.01M
|
-$2.58M
|
-95,426
|
-73%
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$997K
|
+$925K
|
+34,228
|
New
|
|
|
22
|
HBW Advisory Services
Simi Valley,
California
|
$992K
|
-$46.1K
|
-1,705
|
-5%
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$990K
|
-$2.58M
|
-95,381
|
-74%
|
|
|
24
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$893K
|
-$148K
|
-5,460
|
-15%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$818K
|
–
|
–
|
–
|
|
