|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.5M
|
+$3.33M
|
+86,447
|
+7%
|
|
|
2
|
Childress Capital Advisors
Houston,
Texas
|
$28.5M
|
-$1.62M
|
-42,000
|
-6%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
-$1.63M
|
-42,334
|
-6%
|
|
|
4
|
|
$22.2M
|
+$1.19M
|
+30,781
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$1.44M
|
+37,385
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$18.4M
|
+$6.15M
|
+159,494
|
+53%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$15.4M
|
-$2.1M
|
-54,458
|
-12%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$179K
|
-4,648
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$238K
|
+6,167
|
+2%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.8M
|
+$311K
|
+8,078
|
+3%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.98M
|
+$5.24M
|
+136,063
|
+151%
|
|
|
12
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$8.19M
|
+$7.75M
|
+201,014
|
New
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.35M
|
+$718K
|
+18,625
|
+11%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$7.22M
|
+$2.14M
|
+55,554
|
+44%
|
|
|
15
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$6.23M
|
-$20.3K
|
-527
|
-0.3%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.17M
|
+$313K
|
+8,116
|
+6%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$5.88M
|
+$42.3K
|
+1,098
|
+0.7%
|
|
|
18
|
Bollard Group
Boston,
Massachusetts
|
$5.31M
|
+$47.1K
|
+1,222
|
+0.9%
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.85M
|
+$1.1M
|
+28,512
|
+30%
|
|
|
20
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.84M
|
+$477K
|
+12,372
|
+11%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.75M
|
+$231K
|
+5,994
|
+5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.59M
|
+$629K
|
+16,334
|
+16%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$4.24M
|
+$579K
|
+15,021
|
+16%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.94M
|
-$44.4K
|
-1,153
|
-1%
|
|
|
25
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$3.93M
|
+$504K
|
+13,073
|
+15%
|
|
