|
1
|
LPL Financial
San Diego,
California
|
$111M
|
+$21.9M
|
+387,818
|
+25%
|
|
|
2
|
Spire Wealth Management
Mclean,
Virginia
|
$36.3M
|
+$803K
|
+14,215
|
+2%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$32M
|
-$18.7M
|
-330,774
|
-37%
|
|
|
4
|
|
$28M
|
+$3.41M
|
+60,356
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
+$1.04M
|
+18,440
|
+4%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$24.5M
|
+$592K
|
+10,472
|
+2%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.1M
|
+$460K
|
+8,146
|
+2%
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$23.8M
|
+$2.81M
|
+49,718
|
+13%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.9M
|
+$23M
|
+406,507
|
New
|
|
|
10
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$21.9M
|
-$972K
|
-17,210
|
-4%
|
|
|
11
|
Intelligence Driven Advisers
Carlsbad,
California
|
$20.5M
|
+$8.51M
|
+150,648
|
+68%
|
|
|
12
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$15.7M
|
+$4.82M
|
+85,375
|
+44%
|
|
|
13
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$14.6M
|
+$14.7M
|
+259,321
|
New
|
|
|
14
|
Leelyn Smith
Geneva,
Illinois
|
$14.3M
|
-$514K
|
-9,095
|
-3%
|
|
|
15
|
|
$11.3M
|
–
|
–
|
–
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.2M
|
+$11.2M
|
+198,598
|
New
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$10.8M
|
-$946K
|
-16,737
|
-8%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$10.6M
|
+$6.36M
|
+112,643
|
+151%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$10.2M
|
+$220K
|
+3,886
|
+2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$644K
|
+11,398
|
+7%
|
|
|
21
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.83M
|
+$9.85M
|
+174,358
|
New
|
|
|
22
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$9.11M
|
+$9.13M
|
+161,565
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.57M
|
-$4.31M
|
-76,223
|
-33%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$8.49M
|
+$615K
|
+10,891
|
+8%
|
|
|
25
|
|
$7.7M
|
+$4M
|
+70,747
|
+107%
|
|
