|
1
|
LPL Financial
San Diego,
California
|
$79.6M
|
+$17.6M
|
+357,494
|
+30%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.6M
|
+$15.9M
|
+322,786
|
+55%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$41.4M
|
+$19.7M
|
+399,905
|
+97%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.5M
|
+$26M
|
+528,020
|
+356%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$29.7M
|
+$5.12M
|
+103,995
|
+22%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$26.4M
|
+$7.21M
|
+146,528
|
+39%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$25.2M
|
+$23.6M
|
+480,098
|
+3,444%
|
|
|
8
|
49 Wealth Management
Austin,
Texas
|
$24.8M
|
+$23.9M
|
+486,433
|
New
|
|
|
9
|
Central Trust Company
Jefferson City,
Missouri
|
$21.4M
|
+$864K
|
+17,571
|
+4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
-$610K
|
-12,409
|
-4%
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$14.5M
|
+$14M
|
+285,393
|
New
|
|
|
12
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.5M
|
+$14M
|
+285,004
|
New
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$12.3M
|
+$6.83M
|
+138,801
|
+135%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.1M
|
-$278K
|
-5,647
|
-2%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.7M
|
+$1.47M
|
+29,880
|
+15%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.6M
|
+$10.6M
|
+216,146
|
+1,932%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
+$4.42M
|
+89,944
|
+70%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.9M
|
-$510K
|
-10,372
|
-5%
|
|
|
19
|
Legacy Financial Advisors
Covington,
Kentucky
|
$10.7M
|
-$2.07M
|
-42,012
|
-17%
|
|
|
20
|
Magnus Financial Group
New York
|
$10.1M
|
+$9.76M
|
+198,468
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.86M
|
-$782K
|
-15,897
|
-8%
|
|
|
22
|
Beta Wealth Group
San Diego,
California
|
$9.79M
|
+$9.45M
|
+192,185
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$9.73M
|
+$675K
|
+13,732
|
+8%
|
|
|
24
|
AllGen Financial Advisors
Orlando,
Florida
|
$9.62M
|
+$566K
|
+11,509
|
+6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.47M
|
+$2.43M
|
+49,385
|
+36%
|
|
