|
1
|
LPL Financial
San Diego,
California
|
$107M
|
+$69.2M
|
+2,332,110
|
+176%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$71M
|
+$7.49M
|
+252,312
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.7M
|
+$63.6M
|
+2,142,531
|
New
|
|
|
4
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$31.7M
|
–
|
–
|
–
|
|
|
5
|
Rockefeller Capital Management
New York
|
$24.6M
|
+$3.3M
|
+111,326
|
+15%
|
|
|
6
|
Catalyst Private Wealth
San Mateo,
California
|
$16.9M
|
+$138K
|
+4,662
|
+0.8%
|
|
|
7
|
Pinnacle Wealth Management
Roseville,
California
|
$13.6M
|
+$12.6K
|
+424
|
+0.1%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$13.1M
|
+$465K
|
+15,671
|
+4%
|
|
|
9
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$12.2M
|
+$12.4M
|
+418,178
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$4.23M
|
+142,496
|
+54%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$10.7M
|
-$4.54M
|
-152,934
|
-30%
|
|
|
12
|
Family Management
New York
|
$10.5M
|
+$1.21M
|
+40,632
|
+13%
|
|
|
13
|
Astoria Portfolio Advisors
New York
|
$9.73M
|
+$2.14M
|
+72,152
|
+28%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9.65M
|
+$680K
|
+22,923
|
+7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.72M
|
+$4.63M
|
+155,945
|
+110%
|
|
|
16
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$8.71M
|
+$8.84M
|
+297,715
|
New
|
|
|
17
|
Stratos Investment Management
Beachwood,
Ohio
|
$8.51M
|
+$2.74M
|
+92,182
|
+46%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$7.87M
|
+$2.04M
|
+68,666
|
+34%
|
|
|
19
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$6.98M
|
+$511K
|
+17,204
|
+8%
|
|
|
20
|
Alpha Financial Partners
Lexington,
Kentucky
|
$6.59M
|
+$437K
|
+14,726
|
+7%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$6.46M
|
+$1.49M
|
+50,300
|
+30%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.38M
|
+$1.99M
|
+67,151
|
+44%
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
$6.35M
|
+$3.22M
|
+108,562
|
+100%
|
|
|
24
|
Savvy Advisors Inc
New York
|
$6.05M
|
+$1.75M
|
+58,999
|
+40%
|
|
|
25
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$5.7M
|
-$836K
|
-28,154
|
-13%
|
|
