|
1
|
LPL Financial
San Diego,
California
|
$150M
|
-$154K
|
-3,293
|
-0.1%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$138M
|
-$3.66M
|
-78,289
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$137M
|
+$12M
|
+257,405
|
+10%
|
|
|
4
|
|
$110M
|
+$39.8K
|
+852
|
+0%
|
|
|
5
|
|
$91.4M
|
+$8.92M
|
+191,026
|
+11%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79.6M
|
+$4.82M
|
+103,176
|
+6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$52M
|
+$22.5M
|
+481,544
|
+77%
|
|
|
8
|
Brio Consultants
San Francisco,
California
|
$45.7M
|
+$2.67M
|
+57,228
|
+6%
|
|
|
9
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$40M
|
+$119K
|
+2,549
|
+0.3%
|
|
|
10
|
Tidemark
San Diego,
California
|
$36.3M
|
+$2.38M
|
+50,965
|
+7%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$36.2M
|
-$181K
|
-3,875
|
-0.5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
+$143K
|
+3,069
|
+0.4%
|
|
|
13
|
Howard Financial Services
Dallas,
Texas
|
$33.5M
|
+$661K
|
+14,159
|
+2%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.1M
|
+$121K
|
+2,584
|
+0.4%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$27.9M
|
+$2.56M
|
+54,738
|
+10%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$27.3M
|
+$935K
|
+20,018
|
+4%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$26.3M
|
+$619K
|
+13,257
|
+2%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23.5M
|
-$1.77M
|
-37,990
|
-7%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$19.4M
|
+$471K
|
+10,083
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.7M
|
+$12M
|
+257,370
|
+184%
|
|
|
21
|
IFG Advisory
Atlanta,
Georgia
|
$17.8M
|
+$439K
|
+9,409
|
+3%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$17.6M
|
+$300K
|
+6,426
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$1.72M
|
+36,754
|
+12%
|
|
|
24
|
Journey Strategic Wealth
Summit,
New Jersey
|
$14.2M
|
-$753K
|
-16,126
|
-5%
|
|
|
25
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$14.1M
|
+$1.41M
|
+30,286
|
+11%
|
|
