|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$152M
|
-$19.4M
|
-415,743
|
-11%
|
|
|
2
|
Spire Wealth Management
Mclean,
Virginia
|
$119M
|
+$427K
|
+9,149
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$102M
|
-$15M
|
-321,868
|
-13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.5M
|
+$9.9M
|
+211,944
|
+14%
|
|
|
5
|
|
$65M
|
-$3.01M
|
-64,331
|
-4%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$43.7M
|
+$3.09M
|
+66,097
|
+8%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.7M
|
+$11.9M
|
+253,809
|
+37%
|
|
|
8
|
KWB Wealth
Redlands,
California
|
$36.5M
|
-$679K
|
-14,527
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
-$16.9M
|
-360,993
|
-32%
|
|
|
10
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$35.2M
|
+$382K
|
+8,186
|
+1%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$31.9M
|
+$1.54M
|
+32,859
|
+5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$24.2M
|
-$1.02M
|
-21,782
|
-4%
|
|
|
13
|
Howard Financial Services
Dallas,
Texas
|
$19.9M
|
+$5.74M
|
+122,783
|
+41%
|
|
|
14
|
Verus Capital Partners
Scottsdale,
Arizona
|
$18.4M
|
+$1.27M
|
+27,286
|
+7%
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$17.6M
|
-$3.86M
|
-82,705
|
-18%
|
|
|
16
|
Tidemark
San Diego,
California
|
$15.7M
|
+$15.2M
|
+326,389
|
+3,389%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.7M
|
+$1.03M
|
+22,134
|
+7%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.2M
|
-$5.8M
|
-124,199
|
-31%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
-$5.29M
|
-113,292
|
-29%
|
|
|
20
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12.5M
|
-$177K
|
-3,789
|
-1%
|
|
|
21
|
Acima Private Wealth
Richmond,
Virginia
|
$11.5M
|
+$149K
|
+3,199
|
+1%
|
|
|
22
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.2M
|
+$1.02M
|
+21,730
|
+10%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.5M
|
+$902K
|
+19,303
|
+9%
|
|
|
24
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$10.3M
|
+$3.64M
|
+78,000
|
+55%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$10M
|
-$1.9M
|
-40,614
|
-16%
|
|
