|
1
|
Ignite Planners
San Clemente,
California
|
$9.32M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.62M
|
-$162K
|
-4,767
|
-2%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.22M
|
+$360K
|
+10,598
|
+9%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.55M
|
-$124K
|
-3,661
|
-5%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$2.36M
|
-$590K
|
-17,375
|
-20%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.93M
|
+$25K
|
+735
|
+1%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.9M
|
-$329K
|
-9,684
|
-15%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.79M
|
+$71.1K
|
+2,095
|
+4%
|
|
|
9
|
Madrona Financial Services
Everett,
Washington
|
$1.77M
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
+$113K
|
+3,322
|
+8%
|
|
|
11
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.51M
|
-$15.3K
|
-452
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.39M
|
-$72.6K
|
-2,139
|
-5%
|
|
|
13
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.37M
|
-$318K
|
-9,361
|
-19%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$1.36M
|
-$29.1K
|
-856
|
-2%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.34M
|
–
|
–
|
–
|
|
|
16
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.34M
|
+$46.6K
|
+1,372
|
+4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
+$1.3M
|
+38,343
|
New
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
19
|
Legacy Edge Advisors
Syosset,
New York
|
$1.17M
|
-$117K
|
-3,437
|
-9%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.16M
|
-$42K
|
-1,238
|
-4%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$1.07M
|
-$51.8K
|
-1,525
|
-5%
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$900K
|
+$340K
|
+10,015
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$759K
|
+$61.9K
|
+1,822
|
+9%
|
|
|
24
|
Holistic Planning
Nacogdoches,
Texas
|
$627K
|
-$18.8K
|
-554
|
-3%
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
$624K
|
+$620K
|
+18,269
|
New
|
|
