|
1
|
LPL Financial
San Diego,
California
|
$108M
|
+$29.7M
|
+626,027
|
+38%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.6M
|
+$7.79M
|
+164,268
|
+18%
|
|
|
3
|
|
$50.5M
|
+$5.66M
|
+119,385
|
+13%
|
|
|
4
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$31.9M
|
+$702K
|
+14,803
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.9M
|
+$1.01M
|
+21,312
|
+4%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$27.4M
|
+$1.41M
|
+29,705
|
+5%
|
|
|
7
|
Spire Wealth Management
Mclean,
Virginia
|
$25.9M
|
+$5.33M
|
+112,277
|
+26%
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$25.6M
|
+$16.4M
|
+345,595
|
+13,969%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$24.3M
|
+$24.2M
|
+509,921
|
New
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$17.5M
|
+$14.9M
|
+314,115
|
+530%
|
|
|
11
|
Verus Capital Partners
Scottsdale,
Arizona
|
$16.9M
|
+$820K
|
+17,276
|
+5%
|
|
|
12
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.8M
|
+$14.4M
|
+304,184
|
+585%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.1M
|
+$546K
|
+11,503
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$1.79M
|
+37,742
|
+13%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.5M
|
-$211K
|
-4,454
|
-1%
|
|
|
16
|
|
$12.9M
|
+$13M
|
+273,600
|
New
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$12.2M
|
-$1.35M
|
-28,476
|
-10%
|
|
|
18
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12.1M
|
+$679K
|
+14,303
|
+6%
|
|
|
19
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$10.1M
|
-$1.36M
|
-28,585
|
-12%
|
|
|
20
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$9.79M
|
+$9.84M
|
+207,441
|
New
|
|
|
21
|
|
$9.48M
|
+$36.4K
|
+767
|
+0.4%
|
|
|
22
|
Leelyn Smith
Geneva,
Illinois
|
$8.29M
|
-$223K
|
-4,707
|
-3%
|
|
|
23
|
Level Four Advisory Services
Dallas,
Texas
|
$8.11M
|
-$223K
|
-4,704
|
-3%
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.24M
|
-$746K
|
-15,735
|
-9%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$7.09M
|
-$2.01M
|
-42,337
|
-22%
|
|
