|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$137M
|
+$139M
|
+2,852,407
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$16.5M
|
+$16.8M
|
+344,137
|
New
|
|
|
3
|
Cresta Advisors
Laredo,
Texas
|
$7.84M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.81M
|
+$4.47M
|
+91,782
|
+181%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.43M
|
–
|
–
|
–
|
|
|
6
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$6.43M
|
–
|
–
|
–
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$6.35M
|
+$6.47M
|
+132,712
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.46M
|
+$5.56M
|
+114,073
|
New
|
|
|
9
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.49M
|
–
|
–
|
–
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
+$1.92M
|
+39,498
|
+298%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$905K
|
-$391K
|
-8,022
|
-30%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$443K
|
+$181K
|
+3,705
|
+67%
|
|
|
13
|
Sierra Capital
Miami,
Florida
|
$416K
|
-$218K
|
-4,472
|
-34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$405K
|
-$5.22M
|
-107,087
|
-93%
|
|
|
15
|
|
$297K
|
+$303K
|
+6,213
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$259K
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$226K
|
+$17.4K
|
+357
|
+8%
|
|
|
18
|
Element Wealth
Ridgeland,
Mississippi
|
$139K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$98.2K
|
+$31.2K
|
+641
|
+45%
|
|
|
20
|
|
$79.4K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$26.3K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26K
|
+$195
|
+4
|
+0.7%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$23.2K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$22.3K
|
-$736K
|
-15,096
|
-97%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8K
|
+$11.1K
|
+228
|
+100%
|
|
