|
1
|
LPL Financial
San Diego,
California
|
$68.5M
|
-$9.18M
|
-184,446
|
-11%
|
|
|
2
|
|
$33.4M
|
+$1.97M
|
+39,624
|
+6%
|
|
|
3
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$28.4M
|
+$7.36M
|
+147,871
|
+33%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$26.3M
|
+$27M
|
+542,741
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.9M
|
-$7.93M
|
-159,240
|
-23%
|
|
|
6
|
Spire Wealth Management
Mclean,
Virginia
|
$22.5M
|
-$8.01M
|
-160,794
|
-26%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$2.47M
|
-49,635
|
-11%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$19.2M
|
-$1.99M
|
-40,001
|
-9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
-$1.79M
|
-35,858
|
-9%
|
|
|
10
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$13.2M
|
-$733K
|
-14,729
|
-5%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$12.9M
|
+$13.1M
|
+263,698
|
+5,274%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.9M
|
+$7.87M
|
+158,021
|
+144%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
+$6.44M
|
+129,406
|
+110%
|
|
|
14
|
Verus Capital Partners
Scottsdale,
Arizona
|
$10.7M
|
-$6.7M
|
-134,572
|
-60%
|
|
|
15
|
Leelyn Smith
Geneva,
Illinois
|
$10.7M
|
-$1.11M
|
-22,217
|
-9%
|
|
|
16
|
|
$9.63M
|
–
|
–
|
–
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$8.54M
|
-$1.38M
|
-27,708
|
-14%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$7.36M
|
-$2.48M
|
-49,852
|
-25%
|
|
|
19
|
Rockland Trust
Hanover,
Massachusetts
|
$7.3M
|
+$7.55M
|
+151,701
|
New
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.76M
|
-$14.1M
|
-283,668
|
-67%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.74M
|
-$974K
|
-19,562
|
-12%
|
|
|
22
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.73M
|
-$2.4M
|
-48,239
|
-26%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.48M
|
+$88.1K
|
+1,769
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.25M
|
-$336K
|
-6,742
|
-5%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.67M
|
+$2.23M
|
+44,875
|
+61%
|
|
