|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$174M
|
-$6.31M
|
-139,708
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$118M
|
+$4.51M
|
+99,836
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.2M
|
+$3.81M
|
+84,418
|
+6%
|
|
|
4
|
|
$68.6M
|
+$16.6M
|
+367,713
|
+34%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.9M
|
+$25.6M
|
+565,946
|
+98%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$41M
|
+$6.68M
|
+147,754
|
+21%
|
|
|
7
|
KWB Wealth
Redlands,
California
|
$37.6M
|
+$35.9M
|
+795,308
|
New
|
|
|
8
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$35.1M
|
+$958K
|
+21,194
|
+3%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.1M
|
+$1.03M
|
+22,816
|
+3%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$30.6M
|
+$3.08M
|
+68,163
|
+12%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$26.5M
|
-$967K
|
-21,400
|
-4%
|
|
|
12
|
Bank of New York Mellon
New York
|
$25.4M
|
+$773K
|
+17,099
|
+3%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$22.2M
|
+$4.19M
|
+92,670
|
+25%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$19.2M
|
+$988K
|
+21,858
|
+6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
+$4.7M
|
+103,950
|
+36%
|
|
|
16
|
Verus Capital Partners
Scottsdale,
Arizona
|
$17.3M
|
+$638K
|
+14,121
|
+4%
|
|
|
17
|
Northwest Financial Advisors
Herndon,
Virginia
|
$15.4M
|
+$14.7M
|
+325,616
|
New
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.8M
|
+$14.2M
|
+313,670
|
New
|
|
|
19
|
Howard Financial Services
Dallas,
Texas
|
$14.3M
|
+$5.34M
|
+118,251
|
+64%
|
|
|
20
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12.8M
|
+$56.3K
|
+1,245
|
+0.5%
|
|
|
21
|
IFG Advisory
Atlanta,
Georgia
|
$12M
|
+$174K
|
+3,850
|
+2%
|
|
|
22
|
Acima Private Wealth
Richmond,
Virginia
|
$11.4M
|
+$10.9M
|
+242,272
|
New
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.3M
|
+$6.76M
|
+149,591
|
+217%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$9.63M
|
+$1.81M
|
+40,035
|
+24%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.56M
|
+$1.91M
|
+42,213
|
+26%
|
|
