|
1
|
Compass Advisory Group
Melville,
New York
|
$30.2M
|
+$23.8M
|
+646,399
|
+347%
|
|
|
2
|
Long Island Wealth Management
Melville,
New York
|
$18.5M
|
+$3.15M
|
+85,666
|
+20%
|
|
|
3
|
William Blair & Company
Chicago,
Illinois
|
$12.3M
|
+$4.68M
|
+127,258
|
+60%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
+$893K
|
+24,261
|
+15%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$6.56M
|
+$6.65M
|
+180,728
|
New
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
$5.19M
|
+$1.53M
|
+41,681
|
+41%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.93M
|
+$192K
|
+5,230
|
+4%
|
|
|
8
|
Cornerstone Wealth
Greeneville,
Tennessee
|
$4.75M
|
+$4.71M
|
+127,879
|
New
|
|
|
9
|
HFG Wealth Management
The Woodlands,
Texas
|
$4.13M
|
+$161K
|
+4,385
|
+4%
|
|
|
10
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.05M
|
-$28.5K
|
-774
|
-0.7%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.03M
|
+$821K
|
+22,308
|
+25%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.94M
|
+$2.24M
|
+60,762
|
+127%
|
|
|
13
|
Red Crane Wealth Management
San Francisco,
California
|
$3.89M
|
+$49.4K
|
+1,341
|
+1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$3.67M
|
+$22.2K
|
+604
|
+0.6%
|
|
|
15
|
WPWealth
Fort Worth,
Texas
|
$3.21M
|
-$427K
|
-11,615
|
-12%
|
|
|
16
|
JDM Financial Group
Austin,
Texas
|
$3.01M
|
–
|
–
|
–
|
|
|
17
|
BFI Wealth Solutions
Dallas,
Texas
|
$2.92M
|
-$22.1K
|
-601
|
-0.7%
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$2.67M
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$2.55M
|
+$760K
|
+20,650
|
+42%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$195K
|
+5,300
|
+9%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$2.34M
|
+$1.35M
|
+36,782
|
+133%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$2.12M
|
-$199K
|
-5,418
|
-8%
|
|
|
23
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.05M
|
–
|
–
|
–
|
|
|
24
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.88M
|
+$311K
|
+8,453
|
+19%
|
|
|
25
|
Talon Private Wealth
The Villages,
Florida
|
$1.88M
|
+$1.91M
|
+51,909
|
New
|
|
