|
1
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
+$1.83M
|
+92,835
|
+13%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$12M
|
+$708K
|
+35,927
|
+7%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$785K
|
+39,869
|
+8%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$5.97M
|
-$661K
|
-33,564
|
-10%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$5.27M
|
-$226K
|
-11,494
|
-4%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.44M
|
+$939K
|
+47,649
|
+40%
|
|
|
7
|
SMART Wealth
Omaha,
Nebraska
|
$2.59M
|
-$257K
|
-13,026
|
-9%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.5M
|
-$69.9K
|
-3,550
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
+$344K
|
+17,463
|
+18%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$2.24M
|
-$269K
|
-13,661
|
-11%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$688K
|
+34,944
|
+62%
|
|
|
12
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.22M
|
+$1.16M
|
+58,872
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$926K
|
-$1.02M
|
-51,808
|
-54%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$898K
|
-$57.9K
|
-2,940
|
-6%
|
|
|
15
|
|
$786K
|
+$246K
|
+12,507
|
+49%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$610K
|
+$580K
|
+29,435
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$585K
|
+$556K
|
+28,207
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$516K
|
–
|
–
|
–
|
|
|
19
|
LJI Wealth Management
Indianapolis,
Indiana
|
$488K
|
+$464K
|
+23,550
|
New
|
|
|
20
|
Atria Wealth Solutions
New York
|
$438K
|
+$416K
|
+21,116
|
New
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$432K
|
-$121K
|
-6,125
|
-23%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$410K
|
+$389K
|
+19,769
|
New
|
|
|
23
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$410K
|
+$389K
|
+19,750
|
New
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$391K
|
+$39.4K
|
+2,000
|
+12%
|
|
|
25
|
Lion Street Advisors
Austin,
Texas
|
$380K
|
+$361K
|
+18,342
|
New
|
|
