|
1
|
LPL Financial
San Diego,
California
|
$213M
|
+$20.5M
|
+436,721
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$139M
|
+$4.78M
|
+101,696
|
+4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$138M
|
-$3.95M
|
-83,889
|
-3%
|
|
|
4
|
|
$119M
|
+$4.24M
|
+90,187
|
+4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90.3M
|
+$9.42M
|
+200,273
|
+12%
|
|
|
6
|
|
$78.5M
|
-$11.4M
|
-242,896
|
-13%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$55.8M
|
-$8.2M
|
-174,365
|
-13%
|
|
|
8
|
Bank of New York Mellon
New York
|
$54.4M
|
+$487K
|
+10,358
|
+0.9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
-$178K
|
-3,775
|
-0.4%
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
$50.3M
|
+$2.19M
|
+46,485
|
+5%
|
|
|
11
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$41.7M
|
+$1.58M
|
+33,583
|
+4%
|
|
|
12
|
KWB Wealth
Redlands,
California
|
$35.5M
|
-$572K
|
-12,162
|
-2%
|
|
|
13
|
Howard Financial Services
Dallas,
Texas
|
$34.4M
|
+$621K
|
+13,200
|
+2%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$29.5M
|
+$1.07M
|
+22,827
|
+4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$24.9M
|
+$2.08M
|
+44,110
|
+9%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.9M
|
+$5.12M
|
+108,758
|
+26%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23.5M
|
-$1.15M
|
-24,373
|
-5%
|
|
|
18
|
Petix & Botte Financial
La Mesa,
California
|
$19.1M
|
+$2.44M
|
+51,773
|
+15%
|
|
|
19
|
Journey Strategic Wealth
Summit,
New Jersey
|
$16.5M
|
+$1.35M
|
+28,689
|
+9%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
-$386K
|
-8,196
|
-2%
|
|
|
21
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$15.7M
|
+$951K
|
+20,213
|
+7%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$14.9M
|
+$670K
|
+14,251
|
+5%
|
|
|
23
|
Richmond Investment Services
Mequon,
Wisconsin
|
$14.7M
|
+$3.44M
|
+73,039
|
+31%
|
|
|
24
|
Verus Capital Partners
Scottsdale,
Arizona
|
$13.7M
|
+$639K
|
+13,586
|
+5%
|
|
|
25
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$13.2M
|
+$566K
|
+12,021
|
+5%
|
|
