|
1
|
LPL Financial
San Diego,
California
|
$190M
|
+$39.2M
|
+846,727
|
+26%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$140M
|
+$1.97M
|
+42,448
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
-$4.64M
|
-100,192
|
-3%
|
|
|
4
|
|
$113M
|
+$2.86M
|
+61,768
|
+3%
|
|
|
5
|
|
$88.9M
|
-$2.39M
|
-51,610
|
-3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79.7M
|
+$155K
|
+3,348
|
+0.2%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$63.3M
|
+$34.9M
|
+754,267
|
+127%
|
|
|
8
|
Bank of New York Mellon
New York
|
$53.2M
|
+$1.25M
|
+27,056
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$50.2M
|
+$15.6M
|
+335,677
|
+46%
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
$47.5M
|
+$1.8M
|
+38,774
|
+4%
|
|
|
11
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$39.5M
|
-$404K
|
-8,726
|
-1%
|
|
|
12
|
Tidemark
San Diego,
California
|
$36.7M
|
+$378K
|
+8,155
|
+1%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$36.1M
|
-$426K
|
-9,198
|
-1%
|
|
|
14
|
Howard Financial Services
Dallas,
Texas
|
$33.4M
|
-$144K
|
-3,102
|
-0.4%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.2M
|
+$2.05M
|
+44,312
|
+7%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$28.1M
|
+$784K
|
+16,920
|
+3%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$24.3M
|
+$857K
|
+18,503
|
+4%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$22.9M
|
-$3.25M
|
-70,046
|
-12%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$22.6M
|
+$3.09M
|
+66,685
|
+16%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.4M
|
+$775K
|
+16,736
|
+4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$520K
|
+11,226
|
+3%
|
|
|
22
|
Petix & Botte Financial
La Mesa,
California
|
$16.5M
|
+$2.39M
|
+51,633
|
+17%
|
|
|
23
|
Journey Strategic Wealth
Summit,
New Jersey
|
$14.9M
|
+$692K
|
+14,935
|
+5%
|
|
|
24
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$14.6M
|
+$452K
|
+9,749
|
+3%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$14.1M
|
-$3.44M
|
-74,299
|
-20%
|
|
