|
1
|
O'Donnell Financial Services
San Rafael,
California
|
$5.43M
|
-$133K
|
-4,547
|
-3%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.94M
|
-$110K
|
-3,772
|
-2%
|
|
|
3
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$4.63M
|
+$65.6K
|
+2,241
|
+2%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.61M
|
+$4.33M
|
+147,953
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.58M
|
-$9.62M
|
-328,700
|
-69%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.78M
|
+$2.51M
|
+85,815
|
+243%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.71M
|
+$3.18M
|
+108,704
|
+1,034%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
-$2.17M
|
-74,146
|
-41%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$2.54M
|
+$399K
|
+13,634
|
+20%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.43M
|
-$58.8K
|
-2,009
|
-3%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$2.25M
|
+$21.2K
|
+726
|
+1%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.93M
|
-$144K
|
-4,936
|
-7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
+$805K
|
+27,509
|
+125%
|
|
|
14
|
Stegent Equity Advisors
Houston,
Texas
|
$1.23M
|
-$642K
|
-21,948
|
-36%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.17M
|
+$65.9K
|
+2,252
|
+6%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.14M
|
+$53.6K
|
+1,831
|
+5%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$1.13M
|
+$724K
|
+24,750
|
+213%
|
|
|
18
|
HBW Advisory Services
Simi Valley,
California
|
$992K
|
–
|
–
|
–
|
|
|
19
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$954K
|
–
|
–
|
–
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$951K
|
-$120K
|
-4,100
|
-12%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$906K
|
-$2.08M
|
-71,075
|
-70%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$865K
|
-$8.16K
|
-279
|
-1%
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$857K
|
-$280K
|
-9,580
|
-26%
|
|
|
24
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$789K
|
+$741K
|
+25,313
|
New
|
|
|
25
|
Diligent Investors
Redlands,
California
|
$787K
|
–
|
–
|
–
|
|
