|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18.6M
|
+$1.23M
|
+41,488
|
+7%
|
|
|
2
|
Capital International Investors
Los Angeles,
California
|
$17M
|
-$13.3M
|
-450,000
|
-45%
|
|
|
3
|
Capital Group Private Client Services
Los Angeles,
California
|
$16.2M
|
+$2.82M
|
+95,213
|
+22%
|
|
|
4
|
VVR Holdings
Bellingham,
Washington
|
$12.9M
|
+$1.51M
|
+51,076
|
+14%
|
|
|
5
|
RM Financial Services
Falmouth,
Maine
|
$7.09M
|
+$1.24M
|
+41,890
|
+22%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.71M
|
+$1.87M
|
+63,189
|
+71%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.7M
|
+$3.88M
|
+130,995
|
+625%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.53M
|
+$4.34M
|
+146,506
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$4M
|
+$3.33M
|
+112,209
|
+648%
|
|
|
10
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.3M
|
+$704K
|
+23,737
|
+129%
|
|
|
11
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$1.01M
|
+$462K
|
+15,583
|
+91%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$925K
|
+$291K
|
+9,817
|
+49%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$835K
|
+$59.3K
|
+2,000
|
+8%
|
|
|
14
|
BHK Investment Advisors
Birmingham,
Alabama
|
$829K
|
+$166K
|
+5,595
|
+26%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$789K
|
+$90.9K
|
+3,065
|
+14%
|
|
|
16
|
|
$552K
|
-$242K
|
-8,170
|
-31%
|
|
|
17
|
CMC Financial Group
Atlanta,
Georgia
|
$547K
|
-$376K
|
-12,681
|
-42%
|
|
|
18
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$374K
|
+$359K
|
+12,115
|
New
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$262K
|
+$252K
|
+8,490
|
New
|
|
|
20
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$257K
|
+$267
|
+9
|
+0.1%
|
|
|
21
|
Junk Investment Group
Hunt Valley,
Maryland
|
$255K
|
+$8.42K
|
+284
|
+4%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$241K
|
+$231K
|
+7,800
|
New
|
|
|
23
|
|
$236K
|
-$5.63K
|
-190
|
-2%
|
|
|
24
|
NWF Advisory Services
Los Angeles,
California
|
$210K
|
+$202K
|
+6,807
|
New
|
|
|
25
|
Equitable Holdings
New York
|
$207K
|
+$198K
|
+6,692
|
New
|
|
