|
1
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
-$6.93M
|
-139,013
|
-6%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$59.1M
|
-$2.97M
|
-59,603
|
-5%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$36.6M
|
+$2.21M
|
+44,386
|
+6%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$32.1M
|
+$3.42M
|
+68,564
|
+12%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$22.9M
|
–
|
–
|
–
|
|
|
6
|
|
$22.1M
|
-$1.58M
|
-31,651
|
-7%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$16.1M
|
+$5.1M
|
+102,246
|
+46%
|
|
|
8
|
|
$16.1M
|
+$8.92M
|
+178,787
|
+124%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$14.7M
|
+$2.21M
|
+44,360
|
+18%
|
|
|
10
|
Portfolio Design Labs
Encino,
California
|
$9.52M
|
+$9.49M
|
+190,399
|
New
|
|
|
11
|
|
$9.38M
|
-$1.28M
|
-25,746
|
-12%
|
|
|
12
|
Quotient Wealth Partners
Dallas,
Texas
|
$9.21M
|
+$9.19M
|
+184,255
|
New
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.09M
|
+$9.07M
|
+181,885
|
New
|
|
|
14
|
Ascent Group
Virginia Beach,
Virginia
|
$8.04M
|
+$259K
|
+5,189
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.52M
|
+$1.94M
|
+38,890
|
+35%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.16M
|
+$192K
|
+3,853
|
+3%
|
|
|
17
|
Smart Money Group
Eastland,
Texas
|
$6.25M
|
+$816K
|
+16,366
|
+15%
|
|
|
18
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.94M
|
+$5.93M
|
+118,881
|
New
|
|
|
19
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$5.67M
|
+$5.66M
|
+113,480
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.39M
|
-$1.54M
|
-30,830
|
-22%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$4.99M
|
+$253K
|
+5,065
|
+5%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.78M
|
-$226K
|
-4,541
|
-5%
|
|
|
23
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$4.32M
|
+$4.31M
|
+86,400
|
New
|
|
|
24
|
Source Financial Advisors
New York
|
$4.28M
|
+$1.41M
|
+28,229
|
+49%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$3.93M
|
+$3.92M
|
+78,538
|
New
|
|
