|
1
|
|
$102M
|
+$39.8M
|
+855,693
|
+65%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$87.3M
|
+$2.42M
|
+52,105
|
+3%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$67.5M
|
-$9.37M
|
-201,569
|
-12%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$51.5M
|
+$31.3M
|
+673,720
|
+158%
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$46.4M
|
+$27.4M
|
+589,290
|
+147%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.6M
|
+$8.55M
|
+183,952
|
+25%
|
|
|
7
|
|
$38.4M
|
+$2.61M
|
+56,228
|
+7%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35M
|
-$5.78M
|
-124,379
|
-14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
-$1.95M
|
-41,934
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$23.9M
|
-$5.09M
|
-109,557
|
-18%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$22.7M
|
+$1.76M
|
+37,864
|
+8%
|
|
|
12
|
Ascent Group
Virginia Beach,
Virginia
|
$20.3M
|
+$16.5M
|
+355,096
|
+446%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$19.4M
|
+$4.06M
|
+87,444
|
+27%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$16.3M
|
+$417K
|
+8,976
|
+3%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.4M
|
-$1.85M
|
-39,718
|
-11%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$15.2M
|
+$1.84M
|
+39,515
|
+14%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$221K
|
-4,761
|
-2%
|
|
|
18
|
Frontier Asset Management
Sheridan,
Wyoming
|
$10.1M
|
-$336K
|
-7,228
|
-3%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$8.81M
|
-$2.45M
|
-52,733
|
-22%
|
|
|
20
|
Equitable Holdings
New York
|
$8.56M
|
+$705K
|
+15,169
|
+9%
|
|
|
21
|
Hixon Zuercher
Findlay,
Ohio
|
$7.71M
|
+$7.66M
|
+164,818
|
New
|
|
|
22
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$7.09M
|
-$500K
|
-10,764
|
-7%
|
|
|
23
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.43M
|
+$1.12M
|
+24,008
|
+21%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$6.38M
|
+$533K
|
+11,474
|
+9%
|
|
|
25
|
Armbruster Capital Management
Pittsford,
New York
|
$6.16M
|
+$61.5K
|
+1,324
|
+1%
|
|
