|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$170M
|
+$14.8M
|
+323,383
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$107M
|
-$6.66M
|
-145,477
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.4M
|
+$9.75M
|
+212,851
|
+17%
|
|
|
4
|
|
$48.4M
|
-$1.38M
|
-30,098
|
-3%
|
|
|
5
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$32.3M
|
+$1.43M
|
+31,235
|
+5%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$32.2M
|
+$4.74M
|
+103,594
|
+17%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.4M
|
+$14.4M
|
+313,500
|
+91%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$26.3M
|
+$442K
|
+9,659
|
+2%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$25.9M
|
+$4.46M
|
+97,458
|
+20%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$25.7M
|
-$978K
|
-21,357
|
-4%
|
|
|
11
|
Bank of New York Mellon
New York
|
$23.3M
|
+$23.9M
|
+521,162
|
New
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.2M
|
+$649K
|
+14,165
|
+4%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.8M
|
+$332K
|
+7,254
|
+2%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$16.8M
|
-$317K
|
-6,918
|
-2%
|
|
|
15
|
Verus Capital Partners
Scottsdale,
Arizona
|
$15.7M
|
+$4.49M
|
+97,947
|
+38%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.9M
|
+$6.13M
|
+133,851
|
+86%
|
|
|
17
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12M
|
+$239K
|
+5,222
|
+2%
|
|
|
18
|
IFG Advisory
Atlanta,
Georgia
|
$11.2M
|
+$2.16M
|
+47,137
|
+23%
|
|
|
19
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.7M
|
+$432K
|
+9,438
|
+4%
|
|
|
20
|
|
$8.96M
|
-$5.82K
|
-127
|
-0.1%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$8.91M
|
-$2.86M
|
-62,416
|
-24%
|
|
|
22
|
Howard Financial Services
Dallas,
Texas
|
$8.24M
|
+$3.08M
|
+67,214
|
+57%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.22M
|
+$8.23M
|
+179,620
|
+3,902%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$7.31M
|
+$1.01M
|
+22,054
|
+16%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.24M
|
+$1.82M
|
+39,644
|
+32%
|
|
