|
1
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$17.8M
|
+$388K
|
+13,287
|
+2%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$3.62M
|
+124,086
|
+55%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.19M
|
-$874K
|
-29,964
|
-9%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.57M
|
+$50.8K
|
+1,743
|
+0.7%
|
|
|
5
|
Prosperity Financial Group
San Ramon,
California
|
$6.88M
|
+$285K
|
+9,783
|
+5%
|
|
|
6
|
Sequent Planning
Omaha,
Nebraska
|
$5.85M
|
-$182K
|
-6,223
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.59M
|
+$2.96M
|
+101,350
|
+128%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.98M
|
-$3.04M
|
-104,374
|
-39%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$4.63M
|
-$463K
|
-15,867
|
-10%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.32M
|
-$2.05M
|
-70,143
|
-33%
|
|
|
11
|
O'Donnell Financial Services
San Rafael,
California
|
$3.96M
|
-$62.4K
|
-2,141
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.66M
|
-$760K
|
-26,050
|
-18%
|
|
|
13
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$3.21M
|
+$3.02M
|
+103,509
|
New
|
|
|
14
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$2.54M
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$2.54M
|
–
|
–
|
–
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$2.29M
|
+$44.7K
|
+1,531
|
+2%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.88M
|
-$23.2K
|
-795
|
-1%
|
|
|
18
|
SMART Wealth
Omaha,
Nebraska
|
$1.82M
|
-$41.1K
|
-1,410
|
-2%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.77M
|
+$239K
|
+8,183
|
+17%
|
|
|
20
|
FWG Investments
Lexington,
Kentucky
|
$1.58M
|
+$140K
|
+4,811
|
+10%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.56M
|
-$62.9K
|
-2,156
|
-4%
|
|
|
22
|
Synergy Asset Management
Vancouver,
Washington
|
$1.47M
|
-$14.1K
|
-485
|
-1%
|
|
|
23
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.38M
|
+$849K
|
+29,105
|
+189%
|
|
|
24
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.24M
|
-$30.2K
|
-1,036
|
-3%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.2M
|
-$24.4K
|
-835
|
-2%
|
|
