|
1
|
Triad Wealth Partners
Lawrence,
Kansas
|
$21.2M
|
+$21.2M
|
+700,492
|
New
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.1M
|
-$6.17M
|
-203,528
|
-28%
|
|
|
3
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.11M
|
+$597K
|
+19,697
|
+17%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$2.47M
|
+$2.48M
|
+81,634
|
New
|
|
|
5
|
Advisory Services Network
Atlanta,
Georgia
|
$1.85M
|
+$155K
|
+5,098
|
+9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
-$131K
|
-4,328
|
-9%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$1.27M
|
+$37.5K
|
+1,236
|
+3%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.21M
|
-$340K
|
-11,227
|
-22%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.21M
|
-$107K
|
-3,522
|
-8%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.06M
|
+$131K
|
+4,311
|
+14%
|
|
|
11
|
Accel Wealth Management
Waverly,
Iowa
|
$845K
|
-$47.5K
|
-1,566
|
-5%
|
|
|
12
|
Presidio Capital Management
San Diego,
California
|
$761K
|
+$91
|
+3
|
+0%
|
|
|
13
|
Weaver Consulting Group
Huntington Beach,
California
|
$587K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$567K
|
-$92.9K
|
-3,063
|
-14%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$543K
|
+$311K
|
+10,271
|
+134%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$537K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$536K
|
+$10K
|
+330
|
+2%
|
|
|
18
|
|
$496K
|
+$498K
|
+16,424
|
New
|
|
|
19
|
QTR Family Wealth
Lake Mary,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
20
|
First Trust Advisors
Wheaton,
Illinois
|
$424K
|
-$425K
|
-14,020
|
-50%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$356K
|
-$11.9K
|
-394
|
-3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$313K
|
–
|
–
|
–
|
|
|
23
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$299K
|
+$7.64K
|
+252
|
+3%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$291K
|
–
|
–
|
–
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$265K
|
–
|
–
|
–
|
|
