|
1
|
LPL Financial
San Diego,
California
|
$106M
|
+$21.9M
|
+837,905
|
+27%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$79.3M
|
+$18.2M
|
+697,512
|
+30%
|
|
|
3
|
Forge Financial Services
Edmond,
Oklahoma
|
$78.9M
|
+$10.9M
|
+415,542
|
+16%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.4M
|
+$3.57M
|
+136,665
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$96.5K
|
+3,689
|
+0.3%
|
|
|
6
|
Coppell Advisory Solutions
Coppell,
Texas
|
$32M
|
-$2.55M
|
-97,370
|
-7%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$28.1M
|
+$1.9M
|
+72,789
|
+7%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.2M
|
+$2.05M
|
+78,374
|
+10%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22M
|
+$8.26M
|
+315,792
|
+62%
|
|
|
10
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$20.6M
|
+$6.79M
|
+259,393
|
+50%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$18.9M
|
+$4.36M
|
+166,734
|
+31%
|
|
|
12
|
Rise Advisors
Rochester,
New York
|
$17.4M
|
+$8.02M
|
+306,580
|
+88%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
-$5.51M
|
-210,592
|
-24%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.8M
|
+$3.3M
|
+126,323
|
+29%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$14M
|
-$259K
|
-9,895
|
-2%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.78M
|
+$1.19M
|
+45,676
|
+16%
|
|
|
17
|
Richmond Investment Services
Mequon,
Wisconsin
|
$7.42M
|
+$776K
|
+29,652
|
+12%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.51M
|
+$694K
|
+26,536
|
+15%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.86M
|
+$228K
|
+8,734
|
+5%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$4.19M
|
+$396K
|
+15,127
|
+11%
|
|
|
21
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.99M
|
+$112K
|
+4,282
|
+3%
|
|
|
22
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$3.79M
|
+$3.74M
|
+142,999
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$3.4M
|
-$36K
|
-1,376
|
-1%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.28M
|
+$720K
|
+27,523
|
+29%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.7M
|
+$586K
|
+22,394
|
+28%
|
|
