|
1
|
Capital International Investors
Los Angeles,
California
|
$24M
|
+$25.4M
|
+1,004,890
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$19.5M
|
+772,624
|
New
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$6.47M
|
+$6.84M
|
+270,770
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.78M
|
+$6.11M
|
+241,835
|
New
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.99M
|
+$5.28M
|
+208,856
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$3.99M
|
+$4.22M
|
+167,058
|
New
|
|
|
7
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$2.7M
|
+$2.86M
|
+113,115
|
New
|
|
|
8
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.88M
|
+$1.99M
|
+78,885
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.48M
|
+$1.57M
|
+62,050
|
New
|
|
|
10
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.31M
|
+$1.39M
|
+54,899
|
New
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$1.19M
|
+$1.26M
|
+49,707
|
New
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$982K
|
+$1.04M
|
+41,115
|
New
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$969K
|
+$1.03M
|
+40,564
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$832K
|
+$881K
|
+34,840
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$757K
|
+$801K
|
+31,692
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$719K
|
+$760K
|
+30,079
|
New
|
|
|
17
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$682K
|
+$822K
|
+32,523
|
New
|
|
|
18
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$675K
|
+$714K
|
+28,251
|
New
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$575K
|
+$608K
|
+24,050
|
New
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$546K
|
+$578K
|
+22,867
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$478K
|
+$506K
|
+20,004
|
New
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$478K
|
+$506K
|
+20,000
|
New
|
|
|
23
|
NavPoint Financial
Prior Lake,
Minnesota
|
$412K
|
+$436K
|
+17,260
|
New
|
|
|
24
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$376K
|
+$398K
|
+15,730
|
New
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$339K
|
+$358K
|
+14,182
|
New
|
|
