|
1
|
Fiduciary Planning
Englewood,
Florida
|
$28.1M
|
+$112K
|
+1,960
|
+0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$19.5M
|
+341,630
|
+329%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.2M
|
+$7.22M
|
+126,694
|
+47%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$19.3M
|
+$11.1M
|
+194,266
|
+129%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.6M
|
+$3.44M
|
+60,407
|
+22%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$18.3M
|
-$230K
|
-4,032
|
-1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$14M
|
+$1.3M
|
+22,773
|
+10%
|
|
|
8
|
REAP Financial Group
Austin,
Texas
|
$13.9M
|
+$1.68M
|
+29,560
|
+14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.04M
|
+$3.68M
|
+64,638
|
+66%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$8.93M
|
+$1.82M
|
+31,880
|
+25%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$7.97M
|
+$8.13M
|
+142,632
|
New
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$7.2M
|
-$12.1M
|
-212,280
|
-62%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.83M
|
-$7.42M
|
-130,159
|
-52%
|
|
|
14
|
Stratos Investment Management
Beachwood,
Ohio
|
$6.75M
|
-$235K
|
-4,125
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.69M
|
+$490K
|
+8,593
|
+8%
|
|
|
16
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.01M
|
-$63.5K
|
-1,114
|
-1%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$4.98M
|
+$1.24M
|
+21,735
|
+32%
|
|
|
18
|
BAM Wealth Management
Lakewood,
Colorado
|
$4.62M
|
+$4.71M
|
+82,643
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.11M
|
-$570
|
-10
|
-0%
|
|
|
20
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.91M
|
–
|
–
|
–
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.87M
|
+$2.92M
|
+51,242
|
+283%
|
|
|
22
|
Keystone Wealth Services
Palm Desert,
California
|
$3.71M
|
+$3.78M
|
+66,411
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.41M
|
+$293K
|
+5,144
|
+9%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.13M
|
+$871K
|
+15,289
|
+37%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$2.91M
|
+$1.59M
|
+27,954
|
+116%
|
|
