|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$38.9M
|
+$40.1M
|
+1,824,491
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
+$2.8M
|
+127,368
|
+9%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$27M
|
+$1.04M
|
+47,478
|
+4%
|
|
|
4
|
Altiora Financial Group
Lebanon,
Ohio
|
$19.2M
|
-$3.86M
|
-175,432
|
-16%
|
|
|
5
|
Park Edge Advisors
Cleveland,
Ohio
|
$16.1M
|
+$62.6K
|
+2,849
|
+0.4%
|
|
|
6
|
Insight Wealth Strategies
San Ramon,
California
|
$14.5M
|
+$722K
|
+32,866
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.5M
|
-$3.04M
|
-138,531
|
-19%
|
|
|
8
|
Drive Wealth Management
Lehi,
Utah
|
$8.46M
|
+$533K
|
+24,259
|
+7%
|
|
|
9
|
Principal Securities
Des Moines,
Iowa
|
$8.07M
|
+$3.34M
|
+151,959
|
+67%
|
|
|
10
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$7.86M
|
+$676K
|
+30,768
|
+9%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.12M
|
+$328K
|
+14,927
|
+5%
|
|
|
12
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$6.75M
|
+$4.78M
|
+217,670
|
+221%
|
|
|
13
|
Meridian Wealth Management
Lexington,
Kentucky
|
$6.58M
|
-$237K
|
-10,794
|
-3%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6.52M
|
+$354K
|
+16,107
|
+6%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.11M
|
+$753K
|
+34,274
|
+14%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.19M
|
-$789K
|
-35,902
|
-13%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.16M
|
+$443K
|
+20,165
|
+9%
|
|
|
18
|
SlateStone Wealth
Jupiter,
Florida
|
$4.98M
|
+$853K
|
+38,803
|
+20%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.82M
|
-$45.1K
|
-2,052
|
-0.9%
|
|
|
20
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$4.69M
|
–
|
–
|
–
|
|
|
21
|
Security National Bank
Omaha,
Nebraska
|
$4.66M
|
+$424K
|
+19,276
|
+10%
|
|
|
22
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$4.57M
|
-$312K
|
-14,189
|
-6%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.19M
|
+$192K
|
+8,729
|
+5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.04M
|
-$4.33M
|
-197,235
|
-51%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.7M
|
+$418K
|
+19,039
|
+12%
|
|
