|
1
|
|
$3.82B
|
+$327M
|
+5,229,621
|
+9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$653M
|
-$63.3M
|
-1,013,801
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$179M
|
+$17.9M
|
+286,648
|
+10%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$92.8M
|
+$1.05M
|
+16,797
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72.6M
|
+$7.19M
|
+115,168
|
+10%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$64M
|
-$6M
|
-96,049
|
-8%
|
|
|
7
|
Bogart Wealth LLC
Mclean,
Virginia
|
$47.9M
|
+$4.91M
|
+78,668
|
+11%
|
|
|
8
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$43.2M
|
+$890K
|
+14,250
|
+2%
|
|
|
9
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$43M
|
+$4.54M
|
+72,724
|
+11%
|
|
|
10
|
Hughes Financial Services
Herndon,
Virginia
|
$41M
|
+$43.8M
|
+700,765
|
New
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$37.2M
|
-$23.3M
|
-373,203
|
-37%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.2M
|
+$2.01M
|
+32,228
|
+5%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.8M
|
+$881K
|
+14,107
|
+2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.8M
|
+$3.77M
|
+60,307
|
+12%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$31M
|
+$5.64M
|
+90,221
|
+21%
|
|
|
16
|
Family Investment Center
Saint Joseph,
Missouri
|
$25.2M
|
-$296K
|
-4,744
|
-1%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$23.4M
|
-$2.08M
|
-33,380
|
-8%
|
|
|
18
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$22.7M
|
+$753K
|
+12,050
|
+3%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$22M
|
+$23.5M
|
+375,521
|
New
|
|
|
20
|
|
$21.3M
|
+$21M
|
+336,479
|
+1,196%
|
|
|
21
|
Elk River Wealth Management
Denver,
Colorado
|
$20.1M
|
+$1.2M
|
+19,264
|
+6%
|
|
|
22
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$19.3M
|
-$111K
|
-1,772
|
-0.5%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$18.7M
|
+$20M
|
+319,857
|
New
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.3M
|
+$2.14M
|
+34,300
|
+12%
|
|
|
25
|
Richard P. Slaughter Associates
Austin,
Texas
|
$18.3M
|
+$3.1M
|
+49,629
|
+19%
|
|
