|
1
|
|
$191M
|
+$7.81M
|
+168,169
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$65.7M
|
-$1.11M
|
-23,893
|
-2%
|
|
|
3
|
Executive Wealth Management
Brighton,
Michigan
|
$50.6M
|
+$49.7M
|
+1,069,571
|
New
|
|
|
4
|
|
$47M
|
+$15.3M
|
+329,249
|
+50%
|
|
|
5
|
Arvest Investments
Lowell,
Arkansas
|
$33M
|
-$53.8K
|
-1,159
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
-$37.7K
|
-812
|
-0.1%
|
|
|
7
|
|
$27.4M
|
+$1.21M
|
+25,966
|
+5%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$22.9M
|
+$152K
|
+3,275
|
+0.7%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.6M
|
+$19.2M
|
+414,289
|
New
|
|
|
10
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$16.5M
|
–
|
–
|
–
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$12.9M
|
+$57.3K
|
+1,233
|
+0.5%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.8M
|
+$555K
|
+11,952
|
+5%
|
|
|
13
|
Manning & Napier Advisors
Fairport,
New York
|
$11.4M
|
-$22.1K
|
-476
|
-0.2%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$10.1M
|
-$610K
|
-13,135
|
-6%
|
|
|
15
|
Channel Wealth
Santa Barbara,
California
|
$8.57M
|
+$1.32M
|
+28,430
|
+19%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.43M
|
-$580K
|
-12,498
|
-7%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.37M
|
-$531K
|
-11,440
|
-6%
|
|
|
18
|
|
$8.05M
|
+$470K
|
+10,130
|
+6%
|
|
|
19
|
White Pine Investment Company
Livonia,
Michigan
|
$6.7M
|
+$143K
|
+3,089
|
+2%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.66M
|
+$6.2M
|
+133,565
|
+1,842%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$5.9M
|
+$210K
|
+4,516
|
+4%
|
|
|
22
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$5.66M
|
+$178K
|
+3,838
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.51M
|
+$37.2K
|
+800
|
+0.8%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.3M
|
-$1.02M
|
-22,023
|
-20%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
+$291K
|
+6,267
|
+9%
|
|
