|
1
|
|
$37.6M
|
+$586K
|
+16,854
|
+1%
|
|
|
2
|
MGO One Seven
Beachwood,
Ohio
|
$25M
|
+$7.09M
|
+203,930
|
New
|
|
|
3
|
Searcy Financial Services
Overland Park,
Kansas
|
$16M
|
+$540K
|
+15,534
|
+3%
|
|
|
4
|
Hantz Financial Services
Southfield,
Michigan
|
$10.9M
|
+$5.44M
|
+156,654
|
+83%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.6M
|
+$4.93M
|
+141,918
|
+87%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.63M
|
+$413K
|
+11,880
|
+5%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$8.32M
|
+$603K
|
+17,353
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
+$1.09M
|
+31,439
|
+24%
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.72M
|
+$913K
|
+26,275
|
+44%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$2.36M
|
-$83.3K
|
-2,397
|
-3%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.07M
|
+$45.4K
|
+1,307
|
+2%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$1.79M
|
-$17.4K
|
-502
|
-0.9%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.77M
|
+$1.94M
|
+55,965
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.65M
|
-$288K
|
-8,283
|
-14%
|
|
|
15
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.54M
|
+$590K
|
+16,993
|
+54%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$739K
|
+$2.71K
|
+78
|
+0.3%
|
|
|
17
|
ERn Financial LLC
Middleton,
Wisconsin
|
$694K
|
-$64.9K
|
-1,867
|
-8%
|
|
|
18
|
IFG Advisory
Atlanta,
Georgia
|
$628K
|
+$330K
|
+9,497
|
+91%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$530K
|
-$96.2K
|
-2,768
|
-14%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$478K
|
+$48.6K
|
+1,400
|
+10%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$459K
|
+$86K
|
+2,476
|
+21%
|
|
|
22
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$313K
|
-$59.4K
|
-1,709
|
-15%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$253K
|
-$31.3K
|
-900
|
-10%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$215K
|
-$6.6K
|
-190
|
-3%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$210K
|
+$231K
|
+6,650
|
New
|
|
