|
1
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$80.8M
|
+$33.3M
|
+663,979
|
+70%
|
|
|
2
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$52.5M
|
-$3.47M
|
-69,178
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
-$11.6M
|
-232,213
|
-20%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.8M
|
-$870K
|
-17,351
|
-2%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$25.7M
|
+$1.44M
|
+28,802
|
+6%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.1M
|
+$11.4M
|
+226,939
|
+130%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$19M
|
-$567K
|
-11,311
|
-3%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17.4M
|
+$500K
|
+9,965
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$591K
|
+11,789
|
+4%
|
|
|
10
|
|
$15.3M
|
-$54.4M
|
-1,085,070
|
-78%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$14.8M
|
+$2.72M
|
+54,298
|
+22%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$1.75M
|
+34,810
|
+14%
|
|
|
13
|
Portfolio Design Labs
Encino,
California
|
$11.8M
|
+$788K
|
+15,707
|
+7%
|
|
|
14
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$10.1M
|
+$2.43M
|
+48,565
|
+32%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$9.6M
|
+$9.63M
|
+192,150
|
New
|
|
|
16
|
Ascent Group
Virginia Beach,
Virginia
|
$9.23M
|
+$181K
|
+3,604
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.53M
|
+$696K
|
+13,872
|
+9%
|
|
|
18
|
|
$7.65M
|
+$1.2M
|
+23,837
|
+18%
|
|
|
19
|
Smart Money Group
Eastland,
Texas
|
$7.53M
|
+$75.4K
|
+1,503
|
+1%
|
|
|
20
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7.17M
|
+$7.2M
|
+143,639
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.16M
|
-$348K
|
-6,947
|
-5%
|
|
|
22
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.94M
|
+$13K
|
+259
|
+0.2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$6.71M
|
+$2.87M
|
+57,204
|
+74%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.59M
|
+$1.75M
|
+34,934
|
+36%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.06M
|
+$613K
|
+12,233
|
+11%
|
|
