|
1
|
LPL Financial
San Diego,
California
|
$115M
|
+$9.99M
|
+376,256
|
+9%
|
|
|
2
|
Forge Financial Services
Edmond,
Oklahoma
|
$109M
|
+$31.1M
|
+1,171,880
|
+39%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$77.4M
|
-$1.07M
|
-40,273
|
-1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.3M
|
+$3.33M
|
+125,415
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.8M
|
+$3.41M
|
+128,520
|
+10%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$28.6M
|
+$736K
|
+27,696
|
+3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.5M
|
+$4.81M
|
+181,228
|
+22%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.8M
|
+$877K
|
+33,001
|
+4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.3M
|
+$6.34M
|
+238,669
|
+37%
|
|
|
10
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$23.2M
|
+$2.79M
|
+104,926
|
+14%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$1.21M
|
+45,511
|
+6%
|
|
|
12
|
Rise Advisors
Rochester,
New York
|
$18.4M
|
+$1.13M
|
+42,728
|
+7%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.4M
|
-$248K
|
-9,336
|
-2%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.3M
|
-$1.64M
|
-61,716
|
-12%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.7M
|
+$2.07M
|
+77,943
|
+24%
|
|
|
16
|
Richmond Investment Services
Mequon,
Wisconsin
|
$8.01M
|
+$674K
|
+25,378
|
+9%
|
|
|
17
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$7.2M
|
+$340K
|
+12,799
|
+5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.81M
|
+$357K
|
+13,451
|
+6%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$5.29M
|
+$1.94M
|
+73,199
|
+57%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.74M
|
+$1.51M
|
+56,836
|
+46%
|
|
|
21
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$4.09M
|
+$333K
|
+12,555
|
+9%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.03M
|
-$1.13M
|
-42,442
|
-27%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.94M
|
+$919K
|
+34,596
|
+45%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.9M
|
+$232K
|
+8,741
|
+9%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.82M
|
-$2.02M
|
-75,941
|
-42%
|
|
