|
1
|
Ignite Planners
San Clemente,
California
|
$8.75M
|
+$614K
|
+19,702
|
+8%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7M
|
-$5.34M
|
-171,469
|
-43%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.73M
|
+$1.57M
|
+50,382
|
+50%
|
|
|
4
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.86M
|
-$293K
|
-9,407
|
-9%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$2.81M
|
-$455K
|
-14,598
|
-14%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.21M
|
+$157K
|
+5,034
|
+8%
|
|
|
7
|
Precedent Wealth Partners
Houston,
Texas
|
$2.07M
|
+$2.05M
|
+65,940
|
New
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.03M
|
-$106K
|
-3,404
|
-5%
|
|
|
9
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.59M
|
-$177K
|
-5,674
|
-10%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$1.53M
|
+$156K
|
+5,000
|
+11%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$1.53M
|
-$420K
|
-13,467
|
-22%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$1.31M
|
-$238K
|
-7,652
|
-15%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$1.26M
|
+$494K
|
+15,860
|
+65%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.2M
|
+$153K
|
+4,925
|
+15%
|
|
|
15
|
Madrona Financial Services
Everett,
Washington
|
$1.19M
|
+$100K
|
+3,216
|
+9%
|
|
|
16
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.17M
|
-$3.74K
|
-120
|
-0.3%
|
|
|
17
|
Holistic Planning
Nacogdoches,
Texas
|
$1.08M
|
-$57.8K
|
-1,854
|
-5%
|
|
|
18
|
|
$1.08M
|
+$1.07M
|
+34,282
|
New
|
|
|
19
|
Anfield Capital Management
Irvine,
California
|
$945K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$920K
|
+$25.1K
|
+807
|
+3%
|
|
|
21
|
Legacy Edge Advisors
Syosset,
New York
|
$851K
|
-$424K
|
-13,602
|
-33%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$833K
|
+$10K
|
+321
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$817K
|
-$150K
|
-4,817
|
-16%
|
|
|
24
|
Signal Advisors Wealth
Detroit,
Michigan
|
$765K
|
-$543K
|
-17,435
|
-42%
|
|
|
25
|
Foguth Wealth Management
Brighton,
Michigan
|
$765K
|
-$392K
|
-12,583
|
-34%
|
|
