|
1
|
LPL Financial
San Diego,
California
|
$124M
|
+$120M
|
+4,615,371
|
+1,580%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.2M
|
+$8.15M
|
+312,802
|
+13%
|
|
|
3
|
|
$59.6M
|
+$9.31M
|
+357,220
|
+18%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.9M
|
+$16.6M
|
+638,360
|
+48%
|
|
|
5
|
Naviter Wealth
Little Rock,
Arkansas
|
$47.2M
|
-$143K
|
-5,478
|
-0.3%
|
|
|
6
|
Goldstein Advisors
Madison,
Wisconsin
|
$30.4M
|
+$6.08M
|
+233,042
|
+24%
|
|
|
7
|
Litman Gregory Wealth Management
Larkspur,
California
|
$29.8M
|
-$7.94M
|
-304,719
|
-21%
|
|
|
8
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.5M
|
+$641K
|
+24,589
|
+2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$21M
|
+$13.5M
|
+518,346
|
+166%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.6M
|
-$790K
|
-30,289
|
-4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$2.69M
|
+103,036
|
+18%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
-$18.8M
|
-722,818
|
-55%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.2M
|
+$299K
|
+11,466
|
+2%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$12.5M
|
-$298K
|
-11,433
|
-2%
|
|
|
15
|
ALM First Financial Advisors
Dallas,
Texas
|
$11.9M
|
+$1.05M
|
+40,177
|
+9%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
+$384K
|
+14,715
|
+3%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
$11.4M
|
+$1.94M
|
+74,330
|
+20%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$10.8M
|
+$2.81M
|
+107,626
|
+33%
|
|
|
19
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$10.6M
|
+$50.1K
|
+1,920
|
+0.5%
|
|
|
20
|
Evelyn Partners Asset Management
London,
|
$10.3M
|
+$375K
|
+14,368
|
+4%
|
|
|
21
|
New York Life Investment Management
New York
|
$10.1M
|
+$3.39M
|
+129,906
|
+48%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.89M
|
-$7.53M
|
-288,828
|
-42%
|
|
|
23
|
Family Investment Center
Saint Joseph,
Missouri
|
$8.94M
|
-$2.85M
|
-109,344
|
-24%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.74M
|
+$9.02M
|
+345,912
|
New
|
|
|
25
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$8.15M
|
+$58.1K
|
+2,228
|
+0.7%
|
|
