|
1
|
|
$70M
|
+$52.5M
|
+1,046,053
|
+302%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
-$62.7M
|
-1,248,612
|
-52%
|
|
|
3
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$56.4M
|
+$13.1M
|
+260,890
|
+30%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$47.9M
|
+$3.78M
|
+75,243
|
+9%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.9M
|
-$435K
|
-8,672
|
-1%
|
|
|
6
|
Foster Group
West Des Moines,
Iowa
|
$24.4M
|
-$48.6K
|
-968
|
-0.2%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$19.7M
|
+$894K
|
+17,804
|
+5%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17M
|
+$779K
|
+15,505
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$1.13M
|
+22,537
|
+8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$3.08M
|
+61,385
|
+32%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$12.2M
|
+$2.81M
|
+55,906
|
+30%
|
|
|
12
|
Portfolio Design Labs
Encino,
California
|
$11.1M
|
+$6.99M
|
+139,268
|
+171%
|
|
|
13
|
Source Financial Advisors
New York
|
$9.13M
|
+$2.38M
|
+47,335
|
+35%
|
|
|
14
|
Ascent Group
Virginia Beach,
Virginia
|
$9.11M
|
+$6.15M
|
+122,387
|
+208%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.79M
|
+$13.3K
|
+264
|
+0.2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.89M
|
+$4.3M
|
+85,559
|
+120%
|
|
|
17
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$7.71M
|
+$585K
|
+11,642
|
+8%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.56M
|
+$137K
|
+2,729
|
+2%
|
|
|
19
|
Smart Money Group
Eastland,
Texas
|
$7.48M
|
-$17.6K
|
-350
|
-0.2%
|
|
|
20
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.98M
|
+$731K
|
+14,559
|
+12%
|
|
|
21
|
|
$6.51M
|
-$477K
|
-9,504
|
-7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.49M
|
+$133K
|
+2,649
|
+2%
|
|
|
23
|
Clarity Asset Management
Ames,
Iowa
|
$4.93M
|
+$4.92M
|
+97,914
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.88M
|
+$749K
|
+14,914
|
+18%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$4.02M
|
+$160K
|
+3,182
|
+4%
|
|
