|
1
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.55M
|
+$1.14M
|
+41,334
|
+21%
|
|
|
2
|
Marcum Wealth
Cleveland,
Ohio
|
$5.46M
|
+$346K
|
+12,584
|
+7%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$3.31M
|
-$237K
|
-8,626
|
-7%
|
|
|
4
|
Penserra Capital Management
Orinda,
California
|
$2.24M
|
+$2.23M
|
+81,056
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.15M
|
-$565K
|
-20,547
|
-21%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
+$153K
|
+5,552
|
+8%
|
|
|
7
|
Elmwood Wealth Management
Berkeley,
California
|
$1.97M
|
–
|
–
|
–
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$1.95M
|
-$2.56K
|
-93
|
-0.1%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.93M
|
+$1.55M
|
+56,526
|
+434%
|
|
|
10
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.52M
|
-$595K
|
-21,636
|
-28%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.23M
|
–
|
–
|
–
|
|
|
12
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.22M
|
-$50.8K
|
-1,847
|
-4%
|
|
|
13
|
Beck Capital Management
Austin,
Texas
|
$1.03M
|
-$71.2K
|
-2,590
|
-7%
|
|
|
14
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.02M
|
-$458K
|
-16,666
|
-31%
|
|
|
15
|
Well Done LLC
Holland,
Michigan
|
$1.01M
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$768K
|
+$763K
|
+27,761
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$643K
|
+$639K
|
+23,228
|
New
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$631K
|
+$627K
|
+22,789
|
New
|
|
|
19
|
|
$528K
|
+$525K
|
+19,094
|
New
|
|
|
20
|
Nikulski Financial
Bettendorf,
Iowa
|
$485K
|
–
|
–
|
–
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$479K
|
+$476K
|
+17,327
|
New
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$459K
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$437K
|
+$36K
|
+1,308
|
+9%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$436K
|
+$317K
|
+11,514
|
+271%
|
|
|
25
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$429K
|
+$426K
|
+15,495
|
New
|
|
