|
1
|
LPL Financial
San Diego,
California
|
$129M
|
+$7.16M
|
+260,486
|
+6%
|
|
|
2
|
Forge Financial Services
Edmond,
Oklahoma
|
$119M
|
+$3.02M
|
+109,853
|
+3%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$108M
|
+$25.6M
|
+931,391
|
+32%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.4M
|
-$8.85M
|
-322,124
|
-17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$38M
|
-$49.2K
|
-1,789
|
-0.1%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31M
|
+$2.82M
|
+102,494
|
+10%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$30.3M
|
-$27.6K
|
-1,006
|
-0.1%
|
|
|
8
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$26.4M
|
+$1.71M
|
+62,205
|
+7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.3M
|
+$483K
|
+17,591
|
+2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$23.9M
|
+$2.72M
|
+98,953
|
+13%
|
|
|
11
|
Rise Advisors
Rochester,
New York
|
$19.7M
|
+$191K
|
+6,951
|
+1%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$18.5M
|
+$3.13M
|
+113,814
|
+21%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.6M
|
+$521K
|
+18,973
|
+4%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.1M
|
+$619K
|
+22,506
|
+6%
|
|
|
15
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.9M
|
+$11.7M
|
+425,045
|
New
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.66M
|
+$1.6M
|
+58,219
|
+32%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.31M
|
+$134K
|
+4,861
|
+2%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$5.94M
|
+$308K
|
+11,215
|
+6%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.83M
|
+$2.77M
|
+100,830
|
+95%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.51M
|
+$3.08M
|
+112,212
|
+132%
|
|
|
21
|
BOS Asset Management
Springfield,
Illinois
|
$5.29M
|
+$5.2M
|
+189,273
|
New
|
|
|
22
|
Richmond Investment Services
Mequon,
Wisconsin
|
$4.76M
|
-$3.7M
|
-134,537
|
-44%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.61M
|
+$1.46M
|
+53,095
|
+47%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$4.49M
|
+$1.25M
|
+45,470
|
+39%
|
|
|
25
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$4.24M
|
-$105K
|
-3,804
|
-2%
|
|
