|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$41M
|
+$2.5M
|
+117,249
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
+$3.39M
|
+159,062
|
+11%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$25M
|
-$1.71M
|
-80,224
|
-6%
|
|
|
4
|
Park Edge Advisors
Cleveland,
Ohio
|
$16.3M
|
+$349K
|
+16,351
|
+2%
|
|
|
5
|
Insight Wealth Strategies
San Ramon,
California
|
$16M
|
+$1.8M
|
+84,230
|
+12%
|
|
|
6
|
Altiora Financial Group
Lebanon,
Ohio
|
$12.1M
|
-$6.95M
|
-326,118
|
-36%
|
|
|
7
|
Principal Securities
Des Moines,
Iowa
|
$9.13M
|
+$1.15M
|
+54,012
|
+14%
|
|
|
8
|
Drive Wealth Management
Lehi,
Utah
|
$7.92M
|
-$460K
|
-21,587
|
-5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.89M
|
+$852K
|
+39,946
|
+12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.77M
|
-$4.66M
|
-218,689
|
-37%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.72M
|
+$680K
|
+31,898
|
+11%
|
|
|
12
|
Meridian Wealth Management
Lexington,
Kentucky
|
$6.65M
|
+$133K
|
+6,223
|
+2%
|
|
|
13
|
Soltis Investment Advisors
St. George,
Utah
|
$5.77M
|
+$2.15M
|
+101,000
|
+59%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.65M
|
+$549K
|
+25,739
|
+11%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.42M
|
+$1.78M
|
+83,471
|
+48%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.28M
|
+$149K
|
+6,973
|
+3%
|
|
|
17
|
SlateStone Wealth
Jupiter,
Florida
|
$4.91M
|
-$20.3K
|
-951
|
-0.4%
|
|
|
18
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$4.25M
|
-$271K
|
-12,701
|
-6%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.22M
|
+$74.2K
|
+3,482
|
+2%
|
|
|
20
|
Security National Bank
Omaha,
Nebraska
|
$3.66M
|
-$960K
|
-45,020
|
-21%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.63M
|
-$371K
|
-17,397
|
-9%
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.49M
|
+$742K
|
+34,788
|
+27%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.92M
|
-$101K
|
-4,758
|
-3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.85M
|
+$1.34M
|
+62,881
|
+87%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.7M
|
+$63.4K
|
+2,974
|
+2%
|
|
