|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$24M
|
+$8.66M
|
+206,151
|
+56%
|
|
|
2
|
Retirement Guys Formula
Maumee,
Ohio
|
$6.93M
|
-$150K
|
-3,566
|
-2%
|
|
|
3
|
FOCUS Wealth Advisors
Houston,
Texas
|
$6.79M
|
-$495K
|
-11,786
|
-7%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.87M
|
+$400K
|
+9,507
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.91M
|
-$6.34M
|
-150,859
|
-56%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.16M
|
+$434K
|
+10,329
|
+16%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.39M
|
+$118K
|
+2,806
|
+5%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.09M
|
-$18.7K
|
-444
|
-0.9%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.98M
|
-$5.25K
|
-125
|
-0.3%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.61M
|
+$1.01M
|
+23,916
|
+163%
|
|
|
11
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.5M
|
+$1.5M
|
+35,777
|
New
|
|
|
12
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1.31M
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.3M
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
-$794K
|
-18,883
|
-39%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.23M
|
-$122K
|
-2,910
|
-9%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.04M
|
+$72.7K
|
+1,730
|
+7%
|
|
|
17
|
Summit Wealth Partners
Orlando,
Florida
|
$1.01M
|
-$96.6K
|
-2,299
|
-9%
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1M
|
-$1.01K
|
-24
|
-0.1%
|
|
|
19
|
Accuvest Global Advisors
Provo,
Utah
|
$940K
|
–
|
–
|
–
|
|
|
20
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$928K
|
–
|
–
|
–
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
$890K
|
-$5.04K
|
-120
|
-0.6%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$850K
|
-$18.5K
|
-440
|
-2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$824K
|
-$46.4K
|
-1,105
|
-5%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$778K
|
-$88.9K
|
-2,116
|
-10%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$745K
|
+$749K
|
+17,820
|
New
|
|
