|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$162M
|
+$113M
|
+2,416,860
|
+225%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$118M
|
+$12.6M
|
+269,722
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.2M
|
+$43.2M
|
+922,672
|
+280%
|
|
|
4
|
|
$51.8M
|
+$2.11M
|
+45,023
|
+4%
|
|
|
5
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$32.1M
|
+$783K
|
+16,716
|
+2%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$28.7M
|
+$1.73M
|
+36,933
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$710K
|
-15,173
|
-2%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$26.9M
|
+$1.41M
|
+30,129
|
+5%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$24.3M
|
+$614K
|
+13,112
|
+3%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$22.4M
|
+$22.6M
|
+482,162
|
New
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.3M
|
+$2.47M
|
+52,829
|
+15%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18M
|
+$876K
|
+18,712
|
+5%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$17.1M
|
+$604K
|
+12,893
|
+4%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16M
|
+$781K
|
+16,684
|
+5%
|
|
|
15
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12.2M
|
+$303K
|
+6,478
|
+3%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$12.2M
|
+$172K
|
+3,682
|
+1%
|
|
|
17
|
Verus Capital Partners
Scottsdale,
Arizona
|
$11.8M
|
-$4.83M
|
-103,222
|
-29%
|
|
|
18
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.7M
|
+$1.05M
|
+22,405
|
+11%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$9.46M
|
+$3.06M
|
+65,350
|
+47%
|
|
|
20
|
|
$9.33M
|
+$3.75K
|
+80
|
+0%
|
|
|
21
|
|
$8.38M
|
-$4.37M
|
-93,321
|
-34%
|
|
|
22
|
Leelyn Smith
Geneva,
Illinois
|
$8.08M
|
-$81.6K
|
-1,743
|
-1%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.25M
|
+$815K
|
+17,399
|
+13%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$6.85M
|
+$884K
|
+18,885
|
+15%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.71M
|
-$415K
|
-8,872
|
-6%
|
|
