|
1
|
LPL Financial
San Diego,
California
|
$133M
|
+$6.31M
|
+249,572
|
+5%
|
|
|
2
|
|
$69M
|
+$8.11M
|
+320,632
|
+14%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.8M
|
-$1.96M
|
-77,481
|
-4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$33.1M
|
+$11.5M
|
+455,884
|
+55%
|
|
|
5
|
Goldstein Advisors
Madison,
Wisconsin
|
$30.4M
|
-$606K
|
-23,964
|
-2%
|
|
|
6
|
Litman Gregory Wealth Management
Larkspur,
California
|
$30M
|
-$337K
|
-13,319
|
-1%
|
|
|
7
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.9M
|
-$72.1K
|
-2,850
|
-0.3%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$18M
|
+$6.15M
|
+243,295
|
+53%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.7M
|
-$190K
|
-7,518
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$1.03M
|
+40,844
|
+7%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$15.1M
|
+$564K
|
+22,309
|
+4%
|
|
|
12
|
Austin Wealth Management
Austin,
Texas
|
$14.3M
|
+$2.73M
|
+108,085
|
+24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$4.35M
|
-171,924
|
-26%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$12.2M
|
-$500K
|
-19,766
|
-4%
|
|
|
15
|
New York Life Investment Management
New York
|
$12.2M
|
+$1.92M
|
+75,961
|
+19%
|
|
|
16
|
ALM First Financial Advisors
Dallas,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
17
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$11.9M
|
+$1.06M
|
+41,862
|
+10%
|
|
|
18
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.7M
|
+$1.74M
|
+68,655
|
+20%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$10.3M
|
-$730K
|
-28,852
|
-7%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$9.92M
|
-$146K
|
-5,762
|
-1%
|
|
|
21
|
Evelyn Partners Asset Management
London,
|
$9.7M
|
-$761K
|
-30,074
|
-7%
|
|
|
22
|
Axxcess Wealth Management
Carlsbad,
California
|
$9.34M
|
+$2.74M
|
+108,404
|
+43%
|
|
|
23
|
Fortitude Family Office
Scottsdale,
Arizona
|
$8.73M
|
+$720K
|
+28,486
|
+9%
|
|
|
24
|
Tidal Investments
Milwaukee,
Wisconsin
|
$8.72M
|
+$5.01M
|
+198,219
|
+141%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$7.54M
|
+$7.41M
|
+293,140
|
New
|
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