|
1
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.5M
|
+$924K
|
+29,248
|
+10%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.27M
|
-$1.97M
|
-62,346
|
-18%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$7.43M
|
-$422K
|
-13,361
|
-5%
|
|
|
4
|
Prosperity Financial Group
San Ramon,
California
|
$6.7M
|
-$429K
|
-13,585
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.39M
|
+$577K
|
+18,278
|
+10%
|
|
|
6
|
Sequent Planning
Omaha,
Nebraska
|
$4.81M
|
-$1.24M
|
-39,237
|
-21%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.75M
|
-$413K
|
-13,069
|
-8%
|
|
|
8
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$4.66M
|
+$1.3M
|
+41,237
|
+40%
|
|
|
9
|
Synergy Asset Management
Vancouver,
Washington
|
$4.52M
|
+$3.04M
|
+96,316
|
+203%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$4.46M
|
-$346K
|
-10,965
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.38M
|
-$70.4K
|
-2,230
|
-2%
|
|
|
12
|
O'Donnell Financial Services
San Rafael,
California
|
$4.1M
|
-$9.79K
|
-310
|
-0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.62M
|
-$172K
|
-5,438
|
-5%
|
|
|
14
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$2.63M
|
-$11.1K
|
-350
|
-0.4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$2.61M
|
-$31.6K
|
-1,000
|
-1%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$2.26M
|
-$107K
|
-3,393
|
-5%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.88M
|
-$72.1K
|
-2,283
|
-4%
|
|
|
18
|
SMART Wealth
Omaha,
Nebraska
|
$1.79M
|
-$92.7K
|
-2,934
|
-5%
|
|
|
19
|
FWG Investments
Lexington,
Kentucky
|
$1.68M
|
+$38.1K
|
+1,206
|
+2%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.5M
|
-$118K
|
-3,728
|
-7%
|
|
|
21
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.45M
|
+$319K
|
+10,086
|
+29%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.39M
|
-$445K
|
-14,091
|
-25%
|
|
|
23
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
24
|
1776 Wealth
Atlanta,
Georgia
|
$1.28M
|
+$229K
|
+7,259
|
+22%
|
|
|
25
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.27M
|
-$156K
|
-4,933
|
-11%
|
|
