|
1
|
LPL Financial
San Diego,
California
|
$84.3M
|
+$3.79M
|
+94,366
|
+5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$58.7M
|
+$5.3M
|
+132,186
|
+11%
|
|
|
3
|
Cedar Wealth Management
Walnut Creek,
California
|
$36.3M
|
+$342K
|
+8,519
|
+1%
|
|
|
4
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$36.2M
|
-$1.41M
|
-35,043
|
-4%
|
|
|
5
|
|
$29.8M
|
+$587K
|
+14,639
|
+2%
|
|
|
6
|
Berkeley Inc
Boise,
Idaho
|
$29.1M
|
+$285K
|
+7,106
|
+1%
|
|
|
7
|
KWB Wealth
Redlands,
California
|
$23.7M
|
+$21.1M
|
+526,344
|
+3,174%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.7M
|
-$445K
|
-11,102
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.5M
|
+$2.2M
|
+54,765
|
+12%
|
|
|
10
|
Chaney Capital Management
Lynnwood,
Washington
|
$18M
|
+$727K
|
+18,128
|
+5%
|
|
|
11
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$16.5M
|
+$297K
|
+7,415
|
+2%
|
|
|
12
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$14.1M
|
+$12.9M
|
+322,617
|
New
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13M
|
-$679K
|
-16,918
|
-5%
|
|
|
14
|
Elevated Financial Group
Indianapolis,
Indiana
|
$11.4M
|
+$998K
|
+24,883
|
+11%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$10.7M
|
+$5.23M
|
+130,494
|
+115%
|
|
|
16
|
BOS Asset Management
Springfield,
Illinois
|
$10.5M
|
-$5.7K
|
-142
|
-0.1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$740K
|
+18,452
|
+9%
|
|
|
18
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.1M
|
+$490K
|
+12,203
|
+6%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$10.1M
|
-$306K
|
-7,640
|
-3%
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.52M
|
-$244K
|
-6,081
|
-3%
|
|
|
21
|
Well Done LLC
Holland,
Michigan
|
$8.97M
|
-$366K
|
-9,118
|
-4%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.01M
|
-$37.5M
|
-933,675
|
-85%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.76M
|
-$112K
|
-2,780
|
-2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$6.42M
|
+$1.09M
|
+27,104
|
+23%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$6.2M
|
+$5.69M
|
+141,784
|
New
|
|
