|
1
|
|
$3.78B
|
+$4.23M
|
+67,608
|
+0.1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$566M
|
+$44.6M
|
+713,180
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$143M
|
+$23.8M
|
+380,609
|
+20%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$114M
|
+$14.2M
|
+227,821
|
+14%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$71.3M
|
+$39.7M
|
+635,246
|
+126%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62M
|
+$8.29M
|
+132,624
|
+15%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$55.8M
|
+$55.7M
|
+890,927
|
New
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.9M
|
+$859K
|
+13,747
|
+2%
|
|
|
9
|
Bogart Wealth LLC
Mclean,
Virginia
|
$45.4M
|
+$2.21M
|
+35,320
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
+$5.05M
|
+80,801
|
+18%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$33.5M
|
+$3.85M
|
+61,566
|
+13%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.6M
|
+$1.53M
|
+24,554
|
+6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.2M
|
+$8.52M
|
+136,355
|
+43%
|
|
|
14
|
Family Investment Center
Saint Joseph,
Missouri
|
$27.7M
|
-$101K
|
-1,620
|
-0.4%
|
|
|
15
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$21.4M
|
-$1.42M
|
-22,795
|
-6%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$20.7M
|
+$17.3M
|
+277,182
|
+515%
|
|
|
17
|
Leo Wealth LLC
Hurst,
Texas
|
$20.3M
|
+$19.5M
|
+311,751
|
+2,450%
|
|
|
18
|
Vestor Capital
Chicago,
Illinois
|
$19.6M
|
-$109K
|
-1,751
|
-0.6%
|
|
|
19
|
Elk River Wealth Management
Denver,
Colorado
|
$19.2M
|
+$1.29M
|
+20,624
|
+7%
|
|
|
20
|
Choice Wealth Advisors
Waterville,
Maine
|
$18.6M
|
+$18.6M
|
+297,421
|
New
|
|
|
21
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$16.6M
|
+$252K
|
+4,034
|
+2%
|
|
|
22
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.4M
|
+$133K
|
+2,126
|
+0.8%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.4M
|
+$813K
|
+13,000
|
+5%
|
|
|
24
|
Buffington Mohr McNeal
Boise,
Idaho
|
$16.3M
|
+$619K
|
+9,896
|
+4%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.7M
|
+$1.35M
|
+21,596
|
+9%
|
|
