|
1
|
Sonoma Allocations
Santa Rosa,
California
|
$17.9M
|
+$17.6M
|
+427,208
|
New
|
|
|
2
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$8.65M
|
+$474K
|
+11,494
|
+6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.9M
|
-$1.63M
|
-39,427
|
-17%
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.7M
|
-$23K
|
-558
|
-0.4%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.21M
|
-$628K
|
-15,213
|
-11%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.4M
|
+$49.1K
|
+1,190
|
+1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$3.86M
|
-$198K
|
-4,793
|
-5%
|
|
|
8
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.53M
|
-$1.46M
|
-35,416
|
-30%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.47M
|
-$58.2M
|
-1,408,903
|
-94%
|
|
|
10
|
Berkshire Money Management
Dalton,
Massachusetts
|
$3.36M
|
–
|
–
|
–
|
|
|
11
|
MGO One Seven
Beachwood,
Ohio
|
$3.23M
|
-$126K
|
-3,063
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.06M
|
-$39.6K
|
-959
|
-1%
|
|
|
13
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$2.77M
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2.38M
|
-$102K
|
-2,473
|
-4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.34M
|
+$243K
|
+5,880
|
+12%
|
|
|
16
|
Lantz Financial
Naperville,
Illinois
|
$2.19M
|
-$27.4K
|
-664
|
-1%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$2.19M
|
-$55.6K
|
-1,347
|
-3%
|
|
|
18
|
IMG Wealth Management
Jacksonville,
Florida
|
$2.08M
|
+$16.3K
|
+396
|
+0.8%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.95M
|
+$363K
|
+8,794
|
+23%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.94M
|
+$259K
|
+6,275
|
+16%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$1.89M
|
-$185K
|
-4,490
|
-9%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.79M
|
-$53.7K
|
-1,300
|
-3%
|
|
|
23
|
PFG Advisors
Phoenix,
Arizona
|
$1.71M
|
-$16.5K
|
-400
|
-1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
-$188K
|
-4,555
|
-11%
|
|
|
25
|
Central Valley Advisors
Sacramento,
California
|
$1.59M
|
-$7.64K
|
-185
|
-0.5%
|
|
