|
1
|
|
$3.97B
|
-$15.1M
|
-235,259
|
-0.4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$804M
|
+$200M
|
+3,127,580
|
+35%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$183M
|
+$31.5M
|
+492,080
|
+22%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$104M
|
-$16.3M
|
-254,307
|
-14%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$78.5M
|
+$3.18M
|
+49,694
|
+4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.4M
|
+$8.67M
|
+135,261
|
+14%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$66.6M
|
+$7.55M
|
+117,790
|
+13%
|
|
|
8
|
Bogart Wealth LLC
Mclean,
Virginia
|
$48.8M
|
+$955K
|
+14,908
|
+2%
|
|
|
9
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$47.8M
|
+$46.4M
|
+724,235
|
New
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$43.7M
|
+$8.17M
|
+127,540
|
+24%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.4M
|
-$11.7M
|
-183,316
|
-23%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.8M
|
+$3.36M
|
+52,404
|
+10%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.9M
|
+$2.16M
|
+33,706
|
+7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$29M
|
-$1.11M
|
-17,251
|
-4%
|
|
|
15
|
Family Investment Center
Saint Joseph,
Missouri
|
$28.8M
|
-$454K
|
-7,082
|
-2%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$27.1M
|
+$6.58M
|
+102,677
|
+31%
|
|
|
17
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$24.8M
|
+$24.1M
|
+375,418
|
New
|
|
|
18
|
Leo Wealth LLC
Hurst,
Texas
|
$22.5M
|
+$1,000K
|
+15,603
|
+5%
|
|
|
19
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$21.9M
|
-$646K
|
-10,086
|
-3%
|
|
|
20
|
Elk River Wealth Management
Denver,
Colorado
|
$21.4M
|
+$1.11M
|
+17,319
|
+6%
|
|
|
21
|
Vestor Capital
Chicago,
Illinois
|
$20.4M
|
-$226K
|
-3,530
|
-1%
|
|
|
22
|
Choice Wealth Advisors
Waterville,
Maine
|
$19.9M
|
+$300K
|
+4,684
|
+2%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$18.6M
|
+$13.1M
|
+203,955
|
+265%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.4M
|
+$1.81M
|
+28,328
|
+11%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
+$655K
|
+10,220
|
+4%
|
|
