|
1
|
Ignite Planners
San Clemente,
California
|
$8.95M
|
-$111K
|
-3,431
|
-1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.75M
|
-$509K
|
-15,732
|
-7%
|
|
|
3
|
First Trust Advisors
Wheaton,
Illinois
|
$5.75M
|
+$288K
|
+8,902
|
+5%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.75M
|
+$148K
|
+4,585
|
+4%
|
|
|
5
|
Precedent Wealth Partners
Houston,
Texas
|
$3.28M
|
–
|
–
|
–
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.05M
|
-$2.6M
|
-80,351
|
-46%
|
|
|
7
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.96M
|
+$14.9K
|
+461
|
+0.5%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$2.26M
|
-$790K
|
-24,416
|
-26%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.12M
|
+$4.53K
|
+140
|
+0.2%
|
|
|
10
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.01M
|
–
|
–
|
–
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.94M
|
-$47.1K
|
-1,455
|
-2%
|
|
|
12
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.62M
|
-$297K
|
-9,194
|
-16%
|
|
|
13
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.6M
|
-$32.7K
|
-1,010
|
-2%
|
|
|
14
|
Park Avenue Securities
New York
|
$1.58M
|
+$1.16M
|
+35,751
|
+278%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$572K
|
+17,674
|
+70%
|
|
|
16
|
Madrona Financial Services
Everett,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$1.33M
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.28M
|
+$420K
|
+13,000
|
+49%
|
|
|
19
|
Legacy Edge Advisors
Syosset,
New York
|
$1.24M
|
+$280K
|
+8,660
|
+29%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
+$427K
|
+13,199
|
+54%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$1.2M
|
+$338K
|
+10,447
|
+39%
|
|
|
22
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.2M
|
-$11K
|
-340
|
-0.9%
|
|
|
23
|
Defined Financial Planning
San Rafael,
California
|
$1.14M
|
+$303K
|
+9,363
|
+36%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$1.07M
|
-$296K
|
-9,150
|
-22%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$1.07M
|
–
|
–
|
–
|
|
