|
1
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$1.25M
|
+20,768
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$291K
|
+4,844
|
+1%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$16M
|
+$7.51M
|
+125,020
|
+90%
|
|
|
4
|
|
$15.5M
|
+$176K
|
+2,937
|
+1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.3M
|
+$232K
|
+3,865
|
+2%
|
|
|
6
|
SAM Advisors
Oakhurst,
California
|
$11.8M
|
+$72K
|
+1,198
|
+0.6%
|
|
|
7
|
American Money Management
Rancho Santa Fe,
California
|
$11.3M
|
+$188K
|
+3,131
|
+2%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.9M
|
-$4.03K
|
-67
|
-0%
|
|
|
9
|
KWB Wealth
Redlands,
California
|
$9.67M
|
+$103K
|
+1,716
|
+1%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.49M
|
+$522K
|
+8,681
|
+6%
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$8.36M
|
+$431K
|
+7,172
|
+5%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$8.29M
|
-$91.6K
|
-1,524
|
-1%
|
|
|
13
|
|
$8.07M
|
-$719K
|
-11,963
|
-8%
|
|
|
14
|
Tactive Advisors
Jacksonville,
Florida
|
$7.98M
|
+$2M
|
+33,291
|
+34%
|
|
|
15
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$7.62M
|
-$382K
|
-6,357
|
-5%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.44M
|
-$129K
|
-2,143
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.94M
|
+$1.49M
|
+24,838
|
+28%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.76M
|
+$793K
|
+13,192
|
+13%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.63M
|
+$130K
|
+2,171
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.54M
|
-$248K
|
-4,132
|
-4%
|
|
|
21
|
Marshall Wace
London,
United Kingdom
|
$5.33M
|
–
|
–
|
–
|
|
|
22
|
|
$5.04M
|
+$225K
|
+3,746
|
+5%
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$4.24M
|
+$39.5K
|
+657
|
+0.9%
|
|
|
24
|
|
$4.02M
|
+$31.8K
|
+529
|
+0.8%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$3.63M
|
+$173K
|
+2,877
|
+5%
|
|
