|
1
|
Berger Financial Group
Plymouth,
Minnesota
|
$7.23M
|
-$2.08M
|
-61,818
|
-22%
|
|
|
2
|
KFG Wealth Management
Granger,
Indiana
|
$5.86M
|
-$1.25M
|
-37,098
|
-18%
|
|
|
3
|
Trek Financial
Scottsdale,
Arizona
|
$5.49M
|
-$39.1K
|
-1,160
|
-0.7%
|
|
|
4
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$4.15M
|
+$359K
|
+10,661
|
+10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
-$49.8K
|
-1,480
|
-2%
|
|
|
6
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.5M
|
-$54K
|
-1,604
|
-4%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$1.48M
|
-$55.6K
|
-1,650
|
-4%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$1.44M
|
-$59.3K
|
-1,761
|
-4%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.26M
|
-$18.4M
|
-546,444
|
-94%
|
|
|
10
|
O'Connor Financial Group
Quincy,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
11
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$936K
|
–
|
–
|
–
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$928K
|
+$348K
|
+10,326
|
+60%
|
|
|
13
|
Wood Tarver Financial Group
Boise,
Idaho
|
$905K
|
+$902K
|
+26,790
|
New
|
|
|
14
|
IMG Wealth Management
Jacksonville,
Florida
|
$886K
|
+$882K
|
+26,209
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$885K
|
-$45.3K
|
-1,346
|
-5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$856K
|
-$32K
|
-949
|
-4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$781K
|
–
|
–
|
–
|
|
|
18
|
Central Valley Advisors
Sacramento,
California
|
$744K
|
-$32K
|
-950
|
-4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$740K
|
-$4.34K
|
-129
|
-0.6%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$716K
|
-$3.03K
|
-90
|
-0.4%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$696K
|
-$107K
|
-3,179
|
-13%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$615K
|
-$109K
|
-3,234
|
-15%
|
|
|
23
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$583K
|
–
|
–
|
–
|
|
|
24
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$568K
|
+$566K
|
+16,795
|
New
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$469K
|
–
|
–
|
–
|
|
