|
1
|
LPL Financial
San Diego,
California
|
$35M
|
+$15.2M
|
+591,270
|
+76%
|
|
|
2
|
Bank of New York Mellon
New York
|
$27.1M
|
+$27.2M
|
+1,061,641
|
New
|
|
|
3
|
Elevatus Welath Management
Victor,
New York
|
$16.8M
|
+$5.57M
|
+217,548
|
+49%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$15.6M
|
-$868K
|
-33,871
|
-5%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.1M
|
+$355K
|
+13,847
|
+4%
|
|
|
6
|
|
$9.87M
|
-$576K
|
-22,490
|
-5%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.75M
|
+$1.03M
|
+40,102
|
+13%
|
|
|
8
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$8.45M
|
-$3.7M
|
-144,314
|
-30%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.44M
|
+$8.49M
|
+331,290
|
New
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.18M
|
+$2.58M
|
+100,692
|
+46%
|
|
|
11
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$7.44M
|
-$547K
|
-21,346
|
-7%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$7.14M
|
-$193K
|
-7,533
|
-3%
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.85M
|
+$4.28M
|
+167,092
|
+164%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.95M
|
+$555K
|
+21,653
|
+10%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.7M
|
+$606K
|
+23,660
|
+12%
|
|
|
16
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$5.59M
|
-$304K
|
-11,859
|
-5%
|
|
|
17
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$2.68M
|
+$1.49M
|
+58,038
|
+123%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.34M
|
+$652K
|
+25,434
|
+38%
|
|
|
19
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.25M
|
+$2.27M
|
+88,447
|
New
|
|
|
20
|
Family Investment Center
Saint Joseph,
Missouri
|
$2.21M
|
+$2.22M
|
+86,804
|
New
|
|
|
21
|
Colonial River Investments
Midlothian,
Virginia
|
$2.13M
|
+$2.14M
|
+83,582
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.97M
|
+$427K
|
+16,650
|
+28%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.85M
|
+$443K
|
+17,283
|
+31%
|
|
|
24
|
|
$1.8M
|
-$3.36M
|
-130,985
|
-65%
|
|
|
25
|
Endurance Services Ltd
Purchase,
New York
|
$1.27M
|
–
|
–
|
–
|
|
