|
1
|
|
$63.4M
|
+$1.12M
|
+21,674
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$58.1M
|
+$13.5M
|
+262,252
|
+31%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.9M
|
+$18.1M
|
+349,632
|
+76%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$27.3M
|
+$1.94M
|
+37,492
|
+8%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.3M
|
+$339K
|
+6,568
|
+1%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$24.8M
|
+$2.16M
|
+41,869
|
+10%
|
|
|
7
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$22.6M
|
+$22.5M
|
+435,635
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$16.9M
|
+327,932
|
+33,634%
|
|
|
9
|
CacheTech Inc
Logan,
Utah
|
$14.3M
|
-$3.44M
|
-66,516
|
-19%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.9M
|
+$13.9M
|
+268,316
|
New
|
|
|
11
|
Adams Wealth Management
Logan,
Utah
|
$13.4M
|
-$3.34M
|
-64,583
|
-20%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.2M
|
+$4.87M
|
+94,259
|
+59%
|
|
|
13
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$12.7M
|
+$12.7M
|
+245,747
|
New
|
|
|
14
|
Landing Point Financial Group
Avon,
Ohio
|
$12.6M
|
+$546K
|
+10,578
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.84M
|
+$4.38M
|
+84,865
|
+81%
|
|
|
16
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$9.81M
|
+$9.76M
|
+188,955
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$9.8M
|
+$2.13M
|
+41,302
|
+28%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.87M
|
+$279K
|
+5,403
|
+3%
|
|
|
19
|
Ferguson Shapiro
Decatur,
Georgia
|
$7.83M
|
+$3.64M
|
+70,475
|
+88%
|
|
|
20
|
|
$7.5M
|
+$3.72M
|
+72,103
|
+100%
|
|
|
21
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$7.23M
|
+$1.85M
|
+35,779
|
+34%
|
|
|
22
|
|
$7.08M
|
+$175K
|
+3,389
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$5.91M
|
+$2.84M
|
+55,023
|
+94%
|
|
|
24
|
Kickstand Ventures
Pittsford,
New York
|
$5.74M
|
+$122K
|
+2,355
|
+2%
|
|
|
25
|
Constellation Investments
Montgomery,
Ohio
|
$5.6M
|
-$2.23M
|
-43,130
|
-29%
|
|
