|
1
|
LPL Financial
San Diego,
California
|
$104M
|
+$9.2M
|
+174,386
|
+10%
|
|
|
2
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$101M
|
+$1.94M
|
+36,677
|
+2%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$94.5M
|
+$6.34M
|
+120,137
|
+7%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$24.3M
|
+$1.3M
|
+24,568
|
+6%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.4M
|
-$243K
|
-4,596
|
-1%
|
|
|
6
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$21.1M
|
+$2.14M
|
+40,627
|
+11%
|
|
|
7
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$21.1M
|
+$3.25M
|
+61,609
|
+18%
|
|
|
8
|
|
$16.9M
|
+$8.38M
|
+158,843
|
+99%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$16.2M
|
+$2.93M
|
+55,440
|
+22%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.6M
|
+$369K
|
+6,992
|
+3%
|
|
|
11
|
Axxcess Wealth Management
Carlsbad,
California
|
$14.4M
|
+$14.4M
|
+272,493
|
New
|
|
|
12
|
Darwin Wealth Management
Tampa,
Florida
|
$14.4M
|
+$696K
|
+13,183
|
+5%
|
|
|
13
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.3M
|
+$274K
|
+5,185
|
+2%
|
|
|
14
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$14.1M
|
+$2.11M
|
+40,000
|
+18%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$13.7M
|
+$390K
|
+7,394
|
+3%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.5M
|
+$1.63M
|
+30,959
|
+14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$13.2M
|
+$3.31M
|
+62,753
|
+34%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
+$11.9M
|
+226,299
|
+8,697%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
+$180K
|
+3,402
|
+2%
|
|
|
20
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$11.8M
|
+$5.3M
|
+100,444
|
+82%
|
|
|
21
|
Financial Management Network
Mission Viejo,
California
|
$11M
|
+$4.09M
|
+77,479
|
+60%
|
|
|
22
|
Integras Partners
Alpharetta,
Georgia
|
$10.4M
|
+$1.49M
|
+28,258
|
+17%
|
|
|
23
|
OneAscent Financial Services
Birmingham,
Alabama
|
$10.3M
|
+$2.24M
|
+42,409
|
+28%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$5.3M
|
+100,489
|
+113%
|
|
|
25
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.7M
|
-$935K
|
-17,710
|
-9%
|
|
