|
1
|
LPL Financial
San Diego,
California
|
$68.6M
|
+$3.95M
|
+81,908
|
+6%
|
|
|
2
|
|
$35.6M
|
+$37.6M
|
+780,505
|
New
|
|
|
3
|
|
$33.7M
|
+$2.2M
|
+45,717
|
+7%
|
|
|
4
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$28.6M
|
+$1.83M
|
+37,944
|
+6%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.5M
|
-$71.4K
|
-1,481
|
-0.3%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$20.1M
|
-$4.25M
|
-88,133
|
-16%
|
|
|
7
|
Spire Wealth Management
Mclean,
Virginia
|
$19.7M
|
-$1.73M
|
-35,939
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
-$1.07M
|
-22,304
|
-5%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$17M
|
-$1.27M
|
-26,338
|
-7%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.8M
|
-$1.01M
|
-21,010
|
-6%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.5M
|
+$1.41M
|
+29,316
|
+11%
|
|
|
12
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$12.4M
|
-$144K
|
-2,998
|
-1%
|
|
|
13
|
Verus Capital Partners
Scottsdale,
Arizona
|
$12.4M
|
+$8.81M
|
+182,919
|
+207%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.5M
|
-$841K
|
-17,446
|
-6%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
+$56.9K
|
+1,181
|
+0.5%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$9.46M
|
+$2.64M
|
+54,830
|
+36%
|
|
|
17
|
Leelyn Smith
Geneva,
Illinois
|
$9.25M
|
-$887K
|
-18,410
|
-8%
|
|
|
18
|
|
$9.12M
|
–
|
–
|
–
|
|
|
19
|
Intelligence Driven Advisers
Carlsbad,
California
|
$8.26M
|
+$207K
|
+4,295
|
+2%
|
|
|
20
|
Rockland Trust
Hanover,
Massachusetts
|
$6.82M
|
-$103K
|
-2,134
|
-1%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.56M
|
+$185K
|
+3,843
|
+3%
|
|
|
22
|
IFG Advisory
Atlanta,
Georgia
|
$6.41M
|
+$6.77M
|
+140,549
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.29M
|
+$389K
|
+8,072
|
+6%
|
|
|
24
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.09M
|
-$245K
|
-5,077
|
-4%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.83M
|
+$479K
|
+9,950
|
+8%
|
|
