|
1
|
Valmark Advisers
Akron,
Ohio
|
$21.1M
|
+$1.23M
|
+44,197
|
+6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$20.9M
|
–
|
–
|
–
|
|
|
3
|
Goldstein Advisors
Madison,
Wisconsin
|
$17.2M
|
+$1.91M
|
+68,442
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
-$9.17M
|
-328,509
|
-34%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.9M
|
+$4.32M
|
+154,882
|
+41%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.8M
|
-$1.22M
|
-43,787
|
-8%
|
|
|
7
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.85M
|
+$1.02M
|
+36,417
|
+11%
|
|
|
8
|
PFG Advisors
Phoenix,
Arizona
|
$9.62M
|
+$84.1K
|
+3,011
|
+0.8%
|
|
|
9
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$9.46M
|
-$1.89M
|
-67,847
|
-16%
|
|
|
10
|
Naviter Wealth
Little Rock,
Arkansas
|
$9.2M
|
-$11.4M
|
-406,979
|
-54%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.75M
|
+$1.04M
|
+37,116
|
+13%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.63M
|
+$9.16M
|
+328,161
|
New
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.4M
|
-$2.39M
|
-85,563
|
-21%
|
|
|
14
|
|
$7.31M
|
+$1.55M
|
+55,561
|
+25%
|
|
|
15
|
ALM First Financial Advisors
Dallas,
Texas
|
$7.1M
|
–
|
–
|
–
|
|
|
16
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$6.76M
|
-$332K
|
-11,881
|
-4%
|
|
|
17
|
TMD Wealth Management
Scottsdale,
Arizona
|
$6.6M
|
+$367K
|
+13,144
|
+6%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.34M
|
+$2.16M
|
+77,231
|
+47%
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
$6.3M
|
+$1.08M
|
+38,560
|
+19%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.17M
|
+$1.05M
|
+37,673
|
+19%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$6.03M
|
+$1.59M
|
+56,981
|
+33%
|
|
|
22
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$5.9M
|
+$602K
|
+21,578
|
+11%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.58M
|
+$761K
|
+27,253
|
+15%
|
|
|
24
|
FWG Holdings
Winter Park,
Florida
|
$5.49M
|
+$2.33M
|
+83,522
|
+67%
|
|
|
25
|
Empire Financial Management Company
New York
|
$5.38M
|
+$5.71M
|
+204,420
|
New
|
|
