|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.3M
|
+$25.4M
|
+782,044
|
+413%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$23.1M
|
+$25.7M
|
+793,137
|
New
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$22M
|
+$779K
|
+24,010
|
+3%
|
|
|
4
|
Naviter Wealth
Little Rock,
Arkansas
|
$21.5M
|
+$24.6M
|
+756,912
|
New
|
|
|
5
|
R.W. Roge & Company
Bohemia,
New York
|
$21.4M
|
-$5.01M
|
-154,300
|
-17%
|
|
|
6
|
Cambria Investment Management
Manhattan Beach,
California
|
$19.6M
|
+$6.36M
|
+195,955
|
+41%
|
|
|
7
|
Goldstein Advisors
Madison,
Wisconsin
|
$17M
|
+$19M
|
+584,535
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$3.11M
|
+95,735
|
+20%
|
|
|
9
|
Frontier Asset Management
Sheridan,
Wyoming
|
$14.4M
|
+$12.7M
|
+390,230
|
+378%
|
|
|
10
|
Smith, Moore & Co
Clayton,
Missouri
|
$13M
|
+$86.7K
|
+2,672
|
+0.6%
|
|
|
11
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$12.4M
|
+$13.9M
|
+427,616
|
New
|
|
|
12
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12.1M
|
-$1.65M
|
-50,911
|
-11%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.8M
|
+$1.09M
|
+33,731
|
+9%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.9M
|
+$9.49M
|
+292,506
|
+360%
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$10.6M
|
+$835K
|
+25,719
|
+8%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.84M
|
+$380K
|
+11,695
|
+4%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.61M
|
+$9.6M
|
+295,689
|
New
|
|
|
18
|
ALM First Financial Advisors
Dallas,
Texas
|
$7.86M
|
+$8.76M
|
+270,000
|
New
|
|
|
19
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$7.83M
|
-$19.1K
|
-588
|
-0.2%
|
|
|
20
|
TMD Wealth Management
Scottsdale,
Arizona
|
$6.92M
|
+$7.72M
|
+237,828
|
New
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.5M
|
-$887K
|
-27,345
|
-11%
|
|
|
22
|
|
$6.48M
|
+$7.22M
|
+222,462
|
New
|
|
|
23
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$5.9M
|
+$6.58M
|
+202,820
|
+676,067%
|
|
|
24
|
Leelyn Smith
Geneva,
Illinois
|
$5.85M
|
+$2.39M
|
+73,569
|
+58%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.73M
|
+$377K
|
+11,620
|
+6%
|
|
