|
1
|
Berger Financial Group
Plymouth,
Minnesota
|
$80.4M
|
-$210K
|
-1,880
|
-0.3%
|
|
|
2
|
Prosperity Financial Group
San Ramon,
California
|
$6.01M
|
+$203K
|
+1,821
|
+3%
|
|
|
3
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$5.5M
|
-$35K
|
-314
|
-0.6%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.37M
|
+$1.84M
|
+16,530
|
+52%
|
|
|
5
|
Fermata Advisors
Sonoma,
California
|
$3.06M
|
-$249K
|
-2,235
|
-8%
|
|
|
6
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.02M
|
+$458K
|
+4,111
|
+82%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$941K
|
+$659K
|
+5,916
|
+233%
|
|
|
8
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$663K
|
+$664K
|
+5,961
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$534K
|
-$34.4K
|
-309
|
-6%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$500K
|
+$12.3K
|
+110
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$405K
|
+$32.7K
|
+293
|
+9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$380K
|
-$17.4K
|
-156
|
-4%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$302K
|
-$20.5K
|
-184
|
-6%
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$271K
|
+$271K
|
+2,434
|
New
|
|
|
15
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$36K
|
+$35.8K
|
+321
|
New
|
|
|
16
|
Prosperity Bancshares
Houston,
Texas
|
$28.8K
|
+$28.9K
|
+259
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$28K
|
+$28.1K
|
+252
|
New
|
|
|
18
|
|
$14.6K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.1K
|
+$11.1K
|
+100
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.78K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$920K
|
-8,335
|
Closed
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$238K
|
-2,160
|
Closed
|
|
|
23
|
|
–
|
-$27.4K
|
-248
|
Closed
|
|
