|
1
|
|
$668M
|
+$1.45M
|
+23,428
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$115M
|
-$9.85M
|
-159,386
|
-8%
|
|
|
3
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$59.4M
|
+$4.69M
|
+75,929
|
+9%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$54.2M
|
+$558K
|
+9,035
|
+1%
|
|
|
5
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$52M
|
+$1.2M
|
+19,366
|
+2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.9M
|
-$1.79M
|
-28,990
|
-5%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.2M
|
-$6.41M
|
-103,838
|
-18%
|
|
|
8
|
Total Wealth Planning
Cincinnati,
Ohio
|
$30.1M
|
+$2.02M
|
+32,663
|
+7%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$28.5M
|
+$2.5M
|
+40,452
|
+10%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
-$1.93M
|
-31,296
|
-7%
|
|
|
11
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$24.9M
|
+$315K
|
+5,100
|
+1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$22.8M
|
+$22.2M
|
+359,712
|
New
|
|
|
13
|
CGC Financial Services
Lake Oswego,
Oregon
|
$21.3M
|
-$2.03M
|
-32,867
|
-9%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.7M
|
+$2.35M
|
+38,088
|
+13%
|
|
|
15
|
Meridian Financial Partners
Warrenton,
Virginia
|
$19.5M
|
+$1.23M
|
+19,920
|
+7%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16M
|
-$437K
|
-7,078
|
-3%
|
|
|
17
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$15.4M
|
-$2.67M
|
-43,269
|
-15%
|
|
|
18
|
Verus Capital Partners
Scottsdale,
Arizona
|
$14.6M
|
+$6.1M
|
+98,720
|
+75%
|
|
|
19
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$12.8M
|
+$12.2M
|
+197,250
|
+3,843%
|
|
|
20
|
Alpha Capital Management
Austin,
Texas
|
$12.8M
|
+$301K
|
+4,867
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.6M
|
-$743K
|
-12,020
|
-6%
|
|
|
22
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$10.6M
|
+$796K
|
+12,878
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$323K
|
+5,230
|
+3%
|
|
|
24
|
Choice Wealth Advisors
Waterville,
Maine
|
$9.98M
|
+$49.9K
|
+807
|
+0.5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.58M
|
+$668K
|
+10,811
|
+8%
|
|
