|
1
|
|
$137M
|
+$81.9M
|
+1,313,572
|
+144%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$126M
|
-$96.2M
|
-1,542,166
|
-43%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$120M
|
+$121M
|
+1,946,715
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$70M
|
-$387K
|
-6,199
|
-0.5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.8M
|
+$645K
|
+10,351
|
+1%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$52.6M
|
+$479K
|
+7,675
|
+0.9%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.3M
|
-$262K
|
-4,198
|
-0.7%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$22.4M
|
+$490K
|
+7,859
|
+2%
|
|
|
9
|
Custos Family Office
Austin,
Texas
|
$19.7M
|
+$864K
|
+13,853
|
+5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
-$733K
|
-11,759
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$3.01M
|
+48,329
|
+34%
|
|
|
12
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$11.5M
|
-$39.5M
|
-632,754
|
-77%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$293K
|
+4,694
|
+3%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.89M
|
-$167K
|
-2,672
|
-2%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$9.32M
|
+$9.45M
|
+151,546
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.11M
|
+$636K
|
+10,203
|
+7%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$9.05M
|
+$1.13M
|
+18,128
|
+14%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.22M
|
+$590K
|
+9,455
|
+9%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$7.11M
|
-$171K
|
-2,737
|
-2%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.4M
|
+$270K
|
+4,326
|
+4%
|
|
|
21
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$6.23M
|
+$79.5K
|
+1,275
|
+1%
|
|
|
22
|
Prism Advisors
Studio City,
California
|
$5.7M
|
-$4.19M
|
-67,212
|
-42%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$5.49M
|
+$433K
|
+6,947
|
+8%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.27M
|
+$3.36M
|
+53,910
|
+169%
|
|
|
25
|
|
$4.82M
|
-$320K
|
-5,135
|
-6%
|
|
