|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$14.6M
|
+291,961
|
+14%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$44M
|
+$2.61M
|
+52,063
|
+6%
|
|
|
3
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$43.1M
|
+$8.36M
|
+167,096
|
+24%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35.3M
|
-$23.4M
|
-467,496
|
-40%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$24.4M
|
+$205K
|
+4,087
|
+0.8%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$18.7M
|
+$4.78M
|
+95,429
|
+34%
|
|
|
7
|
|
$17.4M
|
-$1.22M
|
-24,462
|
-7%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$16.2M
|
+$134K
|
+2,675
|
+0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$6.57M
|
+131,369
|
+78%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.75M
|
+$5.61M
|
+112,197
|
+136%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$9.37M
|
+$9.35M
|
+186,901
|
New
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.75M
|
-$579K
|
-11,579
|
-6%
|
|
|
13
|
Smart Money Group
Eastland,
Texas
|
$7.51M
|
+$231K
|
+4,608
|
+3%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.4M
|
+$1.18M
|
+23,538
|
+19%
|
|
|
15
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$7.1M
|
+$896K
|
+17,908
|
+14%
|
|
|
16
|
|
$6.97M
|
+$766K
|
+15,304
|
+12%
|
|
|
17
|
Source Financial Advisors
New York
|
$6.72M
|
+$834K
|
+16,673
|
+14%
|
|
|
18
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$6.52M
|
-$5.48M
|
-109,441
|
-46%
|
|
|
19
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.23M
|
-$5.57M
|
-111,321
|
-47%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.34M
|
+$271K
|
+5,421
|
+5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$4.42M
|
-$706K
|
-14,116
|
-14%
|
|
|
22
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$4.33M
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.12M
|
+$1.89M
|
+37,854
|
+86%
|
|
|
24
|
Portfolio Design Labs
Encino,
California
|
$4.08M
|
+$445K
|
+8,894
|
+12%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$3.85M
|
-$132K
|
-2,631
|
-3%
|
|
