|
1
|
Ignite Planners
San Clemente,
California
|
$8.95M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.16M
|
-$17.5K
|
-553
|
-0.2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.59M
|
+$731K
|
+23,157
|
+15%
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$5.38M
|
+$5.29M
|
+167,444
|
New
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.55M
|
+$1.26M
|
+39,851
|
+56%
|
|
|
6
|
Precedent Wealth Partners
Houston,
Texas
|
$3.24M
|
+$1.1M
|
+34,782
|
+53%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$3.01M
|
+$133K
|
+4,226
|
+5%
|
|
|
8
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.9M
|
-$22.6K
|
-715
|
-0.8%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.08M
|
–
|
–
|
–
|
|
|
10
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.98M
|
+$1.95M
|
+61,676
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.96M
|
+$716K
|
+22,690
|
+59%
|
|
|
12
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.89M
|
+$1.86M
|
+58,893
|
New
|
|
|
13
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.61M
|
-$20.9K
|
-663
|
-1%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$1.35M
|
+$50.5K
|
+1,600
|
+4%
|
|
|
15
|
Madrona Financial Services
Everett,
Washington
|
$1.32M
|
+$101K
|
+3,200
|
+8%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$1.31M
|
-$257K
|
-8,140
|
-17%
|
|
|
17
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.19M
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$1.19M
|
-$149K
|
-4,718
|
-11%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$1.05M
|
+$110K
|
+3,491
|
+12%
|
|
|
20
|
Anfield Capital Management
Irvine,
California
|
$968K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$951K
|
+$112K
|
+3,556
|
+14%
|
|
|
22
|
Legacy Edge Advisors
Syosset,
New York
|
$948K
|
+$75.3K
|
+2,384
|
+9%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$850K
|
+$836K
|
+26,469
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$848K
|
-$5.24K
|
-166
|
-0.6%
|
|
|
25
|
Defined Financial Planning
San Rafael,
California
|
$826K
|
+$811K
|
+25,690
|
New
|
|
