|
1
|
|
$210M
|
+$131M
|
+5,014,368
|
+187%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$144M
|
+$3.28M
|
+125,489
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.8M
|
+$1.91M
|
+73,114
|
+4%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$42M
|
+$40.2M
|
+1,536,734
|
New
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$37.4M
|
+$2.15M
|
+82,222
|
+6%
|
|
|
6
|
Litman Gregory Wealth Management
Larkspur,
California
|
$31.6M
|
-$290K
|
-11,096
|
-1%
|
|
|
7
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$31.4M
|
+$995K
|
+38,016
|
+4%
|
|
|
8
|
Goldstein Advisors
Madison,
Wisconsin
|
$29.3M
|
-$2.85M
|
-108,854
|
-9%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$26.3M
|
+$6.88M
|
+262,849
|
+38%
|
|
|
10
|
Potomac Fund Management
Miami,
Florida
|
$22.4M
|
+$21.5M
|
+821,763
|
New
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$19.2M
|
+$9.53M
|
+363,998
|
+107%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.1M
|
-$649K
|
-24,780
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$478K
|
+18,243
|
+3%
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$17.3M
|
+$1.32M
|
+50,363
|
+9%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.1M
|
+$96.4K
|
+3,682
|
+0.6%
|
|
|
16
|
New York Life Investment Management
New York
|
$15.7M
|
+$2.62M
|
+100,068
|
+21%
|
|
|
17
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.6M
|
+$3.18M
|
+121,365
|
+29%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$721K
|
+27,560
|
+6%
|
|
|
19
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$13.2M
|
+$605K
|
+23,129
|
+5%
|
|
|
20
|
Rockland Trust
Hanover,
Massachusetts
|
$13M
|
+$4.79M
|
+182,808
|
+62%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$12.9M
|
-$24K
|
-918
|
-0.2%
|
|
|
22
|
ALM First Financial Advisors
Dallas,
Texas
|
$12.9M
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
+$842K
|
+32,159
|
+8%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.5M
|
+$1.51M
|
+57,503
|
+16%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$286K
|
-10,935
|
-3%
|
|
