|
1
|
|
$684M
|
+$310K
|
+4,556
|
+0%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$161M
|
+$164M
|
+2,404,866
|
+313,134%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$142M
|
+$12.4M
|
+181,933
|
+9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.4M
|
+$6.47M
|
+95,045
|
+10%
|
|
|
5
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$67M
|
+$605K
|
+8,884
|
+0.9%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.5M
|
+$1.39M
|
+20,481
|
+3%
|
|
|
7
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$41.2M
|
-$129K
|
-1,894
|
-0.3%
|
|
|
8
|
Bank of New York Mellon
New York
|
$37.6M
|
+$13.3M
|
+195,694
|
+53%
|
|
|
9
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$37.1M
|
+$1.15M
|
+16,862
|
+3%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$30.1M
|
+$3.63M
|
+53,264
|
+13%
|
|
|
11
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$28.8M
|
+$1.26M
|
+18,561
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.8M
|
-$721K
|
-10,594
|
-2%
|
|
|
13
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$27.2M
|
+$27.8M
|
+407,600
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$26.7M
|
+$992K
|
+14,571
|
+4%
|
|
|
15
|
Meridian Financial Partners
Warrenton,
Virginia
|
$22.9M
|
+$760K
|
+11,164
|
+3%
|
|
|
16
|
CGC Financial Services
Lake Oswego,
Oregon
|
$22.7M
|
-$190K
|
-2,785
|
-0.8%
|
|
|
17
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$21.5M
|
+$240K
|
+3,523
|
+1%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$18.9M
|
+$19.3M
|
+283,108
|
New
|
|
|
19
|
Verus Capital Partners
Scottsdale,
Arizona
|
$18.2M
|
+$1.01M
|
+14,846
|
+6%
|
|
|
20
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$17.3M
|
+$925K
|
+13,586
|
+6%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2M
|
+$13.1K
|
+193
|
+0.1%
|
|
|
22
|
Retirement Management Systems
Leonardtown,
Maryland
|
$14.4M
|
+$4.7M
|
+69,027
|
+47%
|
|
|
23
|
Alpha Capital Management
Austin,
Texas
|
$14M
|
+$141K
|
+2,070
|
+1%
|
|
|
24
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.2M
|
+$6.29M
|
+92,385
|
+88%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$2.1M
|
+30,904
|
+20%
|
|
