|
1
|
Corebridge Financial
Houston,
Texas
|
$223M
|
+$222M
|
+4,285,282
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$79.7M
|
+$21.5M
|
+413,904
|
+37%
|
|
|
3
|
|
$65.7M
|
+$2.17M
|
+41,929
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.4M
|
+$21.4M
|
+413,645
|
+51%
|
|
|
5
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$34.7M
|
+$7.35M
|
+141,810
|
+27%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$26.1M
|
+$1.3M
|
+25,062
|
+5%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.1M
|
-$250K
|
-4,814
|
-1%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
+$3.15M
|
+60,842
|
+24%
|
|
|
9
|
CacheTech Inc
Logan,
Utah
|
$14.3M
|
-$30.1K
|
-580
|
-0.2%
|
|
|
10
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$13.5M
|
+$3.63M
|
+70,002
|
+37%
|
|
|
11
|
Landing Point Financial Group
Avon,
Ohio
|
$13.3M
|
+$714K
|
+13,761
|
+6%
|
|
|
12
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$13M
|
+$273K
|
+5,274
|
+2%
|
|
|
13
|
Adams Wealth Management
Logan,
Utah
|
$12.7M
|
-$684K
|
-13,194
|
-5%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$11.2M
|
+$1.39M
|
+26,762
|
+14%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$10.2M
|
+$4.72M
|
+91,078
|
+87%
|
|
|
16
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$9.87M
|
+$2.63M
|
+50,802
|
+36%
|
|
|
17
|
Ferguson Shapiro
Decatur,
Georgia
|
$9.13M
|
+$1.3M
|
+25,013
|
+17%
|
|
|
18
|
Constellation Investments
Montgomery,
Ohio
|
$9.05M
|
+$3.44M
|
+66,260
|
+61%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.89M
|
+$10.4K
|
+201
|
+0.1%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$8.49M
|
+$2.58M
|
+49,678
|
+44%
|
|
|
21
|
Drive Wealth Management
Lehi,
Utah
|
$8.23M
|
+$8.21M
|
+158,424
|
New
|
|
|
22
|
|
$8.15M
|
+$644K
|
+12,415
|
+9%
|
|
|
23
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$7.61M
|
+$4.35M
|
+83,878
|
+134%
|
|
|
24
|
|
$7.37M
|
+$282K
|
+5,437
|
+4%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.14M
|
-$6.79M
|
-130,988
|
-49%
|
|
