|
1
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.89M
|
+$7.66M
|
+259,873
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.35M
|
-$106K
|
-3,600
|
-2%
|
|
|
3
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$3.99M
|
+$781K
|
+26,475
|
+34%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.91M
|
-$24.3K
|
-823
|
-0.6%
|
|
|
5
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.61M
|
-$1.62M
|
-54,854
|
-32%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.63M
|
-$292K
|
-9,892
|
-10%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.49M
|
+$3.66K
|
+124
|
+0.2%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.29M
|
-$68.6K
|
-2,325
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.22M
|
+$135K
|
+4,580
|
+7%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.48M
|
–
|
–
|
–
|
|
|
11
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.47M
|
-$132K
|
-4,492
|
-9%
|
|
|
12
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.21M
|
-$127K
|
-4,323
|
-10%
|
|
|
13
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$1.21M
|
-$82.7K
|
-2,803
|
-7%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.17M
|
-$174K
|
-5,889
|
-13%
|
|
|
15
|
Long Island Wealth Management
Melville,
New York
|
$1.09M
|
+$490K
|
+16,600
|
+86%
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.06M
|
-$96.1K
|
-3,259
|
-9%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.03M
|
+$90.2K
|
+3,060
|
+10%
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.01M
|
-$17.7K
|
-600
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$992K
|
+$115K
|
+3,914
|
+14%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$953K
|
-$244K
|
-8,286
|
-21%
|
|
|
21
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$871K
|
+$299K
|
+10,148
|
+55%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$813K
|
+$299K
|
+10,156
|
+61%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$806K
|
+$42.3K
|
+1,433
|
+6%
|
|
|
24
|
Independent Financial Group
San Diego,
California
|
$786K
|
+$70.5K
|
+2,389
|
+10%
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
$762K
|
-$88.5K
|
-3,000
|
-11%
|
|
