|
1
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$2.51M
|
-50,155
|
-2%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$58.7M
|
-$538K
|
-10,747
|
-0.9%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$41.3M
|
+$4.64M
|
+92,760
|
+13%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$34.7M
|
+$2.55M
|
+50,913
|
+8%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$24.1M
|
+$1.13M
|
+22,477
|
+5%
|
|
|
6
|
|
$22.5M
|
+$340K
|
+6,783
|
+2%
|
|
|
7
|
|
$18.6M
|
+$2.41M
|
+48,152
|
+15%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$16M
|
-$167K
|
-3,338
|
-1%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$13.9M
|
-$845K
|
-16,885
|
-6%
|
|
|
10
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$12M
|
+$12M
|
+239,485
|
New
|
|
|
11
|
Quotient Wealth Partners
Dallas,
Texas
|
$11.8M
|
+$2.57M
|
+51,250
|
+28%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.32M
|
+$206K
|
+4,107
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.47M
|
+$928K
|
+18,532
|
+12%
|
|
|
14
|
Smart Money Group
Eastland,
Texas
|
$7.25M
|
+$995K
|
+19,866
|
+16%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.21M
|
+$1.42M
|
+28,275
|
+30%
|
|
|
16
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$6.2M
|
+$512K
|
+10,233
|
+9%
|
|
|
17
|
|
$6.19M
|
-$3.21M
|
-64,056
|
-34%
|
|
|
18
|
Source Financial Advisors
New York
|
$5.88M
|
+$1.59M
|
+31,817
|
+37%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.13M
|
+$116K
|
+2,322
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.06M
|
-$339K
|
-6,781
|
-6%
|
|
|
21
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$4.33M
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.13M
|
+$926K
|
+18,493
|
+29%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$3.98M
|
+$44K
|
+879
|
+1%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.83M
|
+$41.3K
|
+824
|
+1%
|
|
|
25
|
KM Capital Management
Austin,
Texas
|
$3.74M
|
+$1.57M
|
+31,285
|
+72%
|
|
