|
1
|
AJ Wealth Strategies
New York
|
$64.5M
|
+$64.5M
|
+649,405
|
New
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$51.9M
|
+$52M
|
+523,099
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.6M
|
+$40.6M
|
+408,473
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$33.6M
|
+338,444
|
New
|
|
|
5
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$20M
|
+$20M
|
+201,534
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$18.3M
|
+183,838
|
+18,112%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
+$6.9M
|
+69,417
|
+111%
|
|
|
8
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.6M
|
+$12.6M
|
+126,534
|
New
|
|
|
9
|
Renaissance Technologies
New York
|
$11M
|
+$11M
|
+111,100
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$10.5M
|
+105,427
|
+3,342%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.67M
|
+$2.68M
|
+26,923
|
+45%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.47M
|
+$4.59M
|
+46,165
|
+100%
|
|
|
13
|
Values First Advisors
Gray,
Tennessee
|
$6.4M
|
+$6.41M
|
+64,508
|
New
|
|
|
14
|
Stapp Wealth Management
Olympia,
Washington
|
$6.25M
|
+$368K
|
+3,708
|
+6%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$5.19M
|
-$385K
|
-3,874
|
-7%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$4.26M
|
+$4.23M
|
+42,599
|
New
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.99M
|
+$3.99M
|
+40,162
|
New
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$3.45M
|
+$10.1K
|
+102
|
+0.3%
|
|
|
19
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.29M
|
+$3.29M
|
+33,142
|
New
|
|
|
20
|
DB Wealth Management Group
San Diego,
California
|
$3.24M
|
+$3.24M
|
+32,640
|
New
|
|
|
21
|
CWA Asset Management Group
Naples,
Florida
|
$3.23M
|
+$3.23M
|
+32,512
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.15M
|
-$1.79M
|
-18,042
|
-36%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.94M
|
+$2.94M
|
+29,581
|
New
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$2.42M
|
+$2.42M
|
+24,358
|
New
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.41M
|
+$2.41M
|
+24,261
|
New
|
|
