|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$146M
|
-$4.55M
|
-98,459
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$106M
|
+$5.27M
|
+114,025
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.9M
|
+$12.2M
|
+264,568
|
+15%
|
|
|
4
|
|
$63M
|
-$1.4M
|
-30,342
|
-2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.4M
|
+$4.09M
|
+88,471
|
+9%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$37.9M
|
-$5.42M
|
-117,123
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
+$535K
|
+11,560
|
+1%
|
|
|
8
|
KWB Wealth
Redlands,
California
|
$35.8M
|
-$702K
|
-15,184
|
-2%
|
|
|
9
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$34.7M
|
-$152K
|
-3,291
|
-0.4%
|
|
|
10
|
Tidemark
San Diego,
California
|
$30.6M
|
+$15M
|
+323,654
|
+96%
|
|
|
11
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$26.4M
|
+$26.3M
|
+569,422
|
New
|
|
|
12
|
Howard Financial Services
Dallas,
Texas
|
$26.3M
|
+$6.59M
|
+142,419
|
+33%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26M
|
+$12.4M
|
+268,973
|
+95%
|
|
|
14
|
Bank of New York Mellon
New York
|
$25.8M
|
+$1.89M
|
+40,838
|
+8%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$25.7M
|
-$988K
|
-21,371
|
-4%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$22.4M
|
+$12M
|
+259,319
|
+116%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$18.3M
|
+$112K
|
+2,418
|
+0.6%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.6M
|
+$2.04M
|
+44,069
|
+13%
|
|
|
19
|
Verus Capital Partners
Scottsdale,
Arizona
|
$17.1M
|
-$1.39M
|
-30,065
|
-8%
|
|
|
20
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$12.2M
|
-$143K
|
-3,100
|
-1%
|
|
|
21
|
Acima Private Wealth
Richmond,
Virginia
|
$11.5M
|
+$152K
|
+3,285
|
+1%
|
|
|
22
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$10.5M
|
+$344K
|
+7,447
|
+3%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$10.4M
|
+$453K
|
+9,806
|
+5%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$9.41M
|
+$222K
|
+4,799
|
+2%
|
|
|
25
|
|
$9.35M
|
+$2.68K
|
+58
|
+0%
|
|
