|
1
|
LPL Financial
San Diego,
California
|
$148M
|
+$14.7M
|
+312,396
|
+11%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$140M
|
-$12M
|
-253,645
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$7.66M
|
+162,567
|
+6%
|
|
|
4
|
|
$109M
|
+$3.21K
|
+68
|
+0%
|
|
|
5
|
|
$81.5M
|
+$8.17M
|
+173,235
|
+11%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.9M
|
+$6.19M
|
+131,398
|
+9%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$42.6M
|
+$2.47M
|
+52,442
|
+6%
|
|
|
8
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$39.4M
|
+$3.17M
|
+67,346
|
+9%
|
|
|
9
|
KWB Wealth
Redlands,
California
|
$37.8M
|
-$552K
|
-11,718
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
+$366K
|
+7,758
|
+1%
|
|
|
11
|
Tidemark
San Diego,
California
|
$33.6M
|
-$4.17M
|
-88,470
|
-11%
|
|
|
12
|
Howard Financial Services
Dallas,
Texas
|
$32.5M
|
+$2.23M
|
+47,279
|
+7%
|
|
|
13
|
Bank of New York Mellon
New York
|
$29.1M
|
+$1.76M
|
+37,435
|
+6%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.7M
|
+$2.39M
|
+50,677
|
+9%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$27M
|
-$7.58M
|
-160,769
|
-22%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$26.1M
|
+$979K
|
+20,772
|
+4%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$25.4M
|
-$259K
|
-5,497
|
-1%
|
|
|
18
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$25.2M
|
-$2.02M
|
-42,956
|
-7%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$25.1M
|
+$5.88M
|
+124,767
|
+30%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25M
|
-$396K
|
-8,391
|
-2%
|
|
|
21
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$23.5M
|
+$23.9M
|
+507,423
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$18.8M
|
+$19.1M
|
+404,235
|
New
|
|
|
23
|
Verus Capital Partners
Scottsdale,
Arizona
|
$18.6M
|
+$831K
|
+17,628
|
+5%
|
|
|
24
|
IFG Advisory
Atlanta,
Georgia
|
$17.2M
|
+$2.78M
|
+59,083
|
+19%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$17.1M
|
+$707K
|
+14,992
|
+4%
|
|
