|
1
|
Sonoma Allocations
Santa Rosa,
California
|
$17M
|
-$1.63M
|
-38,386
|
-9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.81M
|
-$299K
|
-7,020
|
-4%
|
|
|
3
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.82M
|
-$3.02M
|
-70,871
|
-34%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
+$369K
|
+8,671
|
+8%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.69M
|
-$1.15M
|
-26,892
|
-20%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.39M
|
-$984K
|
-23,105
|
-19%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.93M
|
+$362K
|
+8,504
|
+10%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$3.87M
|
-$91.9K
|
-2,159
|
-2%
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.62M
|
–
|
–
|
–
|
|
|
10
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$3.52M
|
+$3.46M
|
+81,355
|
New
|
|
|
11
|
Berkshire Money Management
Dalton,
Massachusetts
|
$3.45M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.17M
|
+$22.7K
|
+534
|
+0.7%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.13M
|
+$708K
|
+16,624
|
+30%
|
|
|
14
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$2.86M
|
-$2.8M
|
-65,764
|
Closed
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$2.56M
|
+$117K
|
+2,759
|
+5%
|
|
|
16
|
Lantz Financial
Naperville,
Illinois
|
$2.41M
|
+$165K
|
+3,883
|
+7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
+$639K
|
+14,999
|
+39%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.31M
|
+$308K
|
+7,241
|
+16%
|
|
|
19
|
IMG Wealth Management
Jacksonville,
Florida
|
$2.2M
|
+$54.7K
|
+1,285
|
+3%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.16M
|
+$169K
|
+3,959
|
+9%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$2.13M
|
-$109K
|
-2,556
|
-5%
|
|
|
22
|
Central Valley Advisors
Sacramento,
California
|
$2.08M
|
+$445K
|
+10,462
|
+28%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.97M
|
+$1.28M
|
+30,028
|
+195%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$1.93M
|
-$1.37M
|
-32,106
|
-42%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.92M
|
+$76.6K
|
+1,800
|
+4%
|
|
