|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.9M
|
+$6.45M
|
+130,308
|
+21%
|
|
|
2
|
|
$33.2M
|
+$664K
|
+13,403
|
+2%
|
|
|
3
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$32.5M
|
+$670K
|
+13,532
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
+$5.05M
|
+101,945
|
+18%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$24.2M
|
+$754K
|
+15,221
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.1M
|
-$2.14M
|
-43,294
|
-9%
|
|
|
7
|
Prism Advisors
Studio City,
California
|
$21.4M
|
+$22.2M
|
+448,204
|
New
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$20.5M
|
+$9.95M
|
+200,935
|
+89%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.51M
|
-$1.82M
|
-36,655
|
-16%
|
|
|
10
|
Custos Family Office
Austin,
Texas
|
$9.24M
|
+$9.56M
|
+193,052
|
New
|
|
|
11
|
Halpern Financial
Ashburn,
Virginia
|
$9.23M
|
-$30.2K
|
-610
|
-0.3%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.88M
|
+$1.59M
|
+32,060
|
+24%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.48M
|
+$430K
|
+8,689
|
+7%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$5.68M
|
+$184K
|
+3,708
|
+3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.57M
|
+$301K
|
+6,087
|
+6%
|
|
|
16
|
|
$4.85M
|
+$514K
|
+10,381
|
+11%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.66M
|
-$39.7K
|
-802
|
-0.8%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.99M
|
+$43.1K
|
+871
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.35M
|
+$472K
|
+9,533
|
+16%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$2.9M
|
+$551K
|
+11,127
|
+22%
|
|
|
21
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$2.81M
|
+$2.91M
|
+58,767
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.79M
|
+$87.1K
|
+1,759
|
+3%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.74M
|
+$12.3K
|
+248
|
+0.4%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.74M
|
+$12.3K
|
+248
|
+0.4%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.71M
|
-$107K
|
-2,157
|
-4%
|
|
