|
1
|
Lantz Financial
Naperville,
Illinois
|
$8.16M
|
+$462K
|
+11,512
|
+6%
|
|
|
2
|
KFG Wealth Management
Granger,
Indiana
|
$7.64M
|
+$2.55M
|
+63,541
|
+49%
|
|
|
3
|
MGO One Seven
Beachwood,
Ohio
|
$6.84M
|
-$568K
|
-14,140
|
-8%
|
|
|
4
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.78M
|
+$322K
|
+8,023
|
+6%
|
|
|
5
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$5.51M
|
+$5.57M
|
+138,550
|
New
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$5.17M
|
+$2.12M
|
+52,875
|
+69%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.33M
|
+$2.79M
|
+69,359
|
+175%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.75M
|
+$450K
|
+11,197
|
+13%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.59M
|
+$351K
|
+8,743
|
+11%
|
|
|
10
|
Central Valley Advisors
Sacramento,
California
|
$3.06M
|
+$348K
|
+8,664
|
+13%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.49M
|
+$94.9K
|
+2,362
|
+4%
|
|
|
12
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.3M
|
+$1.09M
|
+27,084
|
+88%
|
|
|
13
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$1.9M
|
+$1.92M
|
+47,893
|
New
|
|
|
14
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.57M
|
-$177K
|
-4,400
|
-10%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
+$730K
|
+18,166
|
+91%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$1.4M
|
-$253K
|
-6,305
|
-15%
|
|
|
17
|
MBL Wealth
Charlotte,
North Carolina
|
$1.23M
|
+$48.2K
|
+1,200
|
+4%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.14M
|
-$669K
|
-16,657
|
-37%
|
|
|
19
|
Archer Investment Corporation
Carmel,
Indiana
|
$976K
|
+$48.1K
|
+1,197
|
+5%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$968K
|
-$25.1K
|
-626
|
-3%
|
|
|
21
|
Fiduciary Financial Group
San Rafael,
California
|
$905K
|
-$37.4K
|
-930
|
-4%
|
|
|
22
|
Impact Partnership Wealth
Marietta,
Georgia
|
$893K
|
-$22.7K
|
-564
|
-2%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$885K
|
+$8.15K
|
+203
|
+0.9%
|
|
|
24
|
IMG Wealth Management
Jacksonville,
Florida
|
$847K
|
+$10K
|
+250
|
+1%
|
|
|
25
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$846K
|
-$80.2K
|
-1,997
|
-9%
|
|
