|
1
|
|
$156M
|
+$58.7M
|
+1,172,752
|
+61%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$95.9M
|
+$5.93M
|
+118,537
|
+7%
|
|
|
3
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$62M
|
+$40K
|
+799
|
+0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$57.8M
|
+$10.1M
|
+202,654
|
+21%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.1M
|
-$798K
|
-15,933
|
-2%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.4M
|
+$15M
|
+300,537
|
+106%
|
|
|
7
|
Foster Group
West Des Moines,
Iowa
|
$26.1M
|
-$4.51K
|
-90
|
-0%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.5M
|
+$6.12M
|
+122,257
|
+32%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$21.8M
|
-$1.61M
|
-32,146
|
-7%
|
|
|
10
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$21.7M
|
+$3.32M
|
+66,265
|
+18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$760K
|
-15,182
|
-4%
|
|
|
12
|
|
$14.6M
|
-$859K
|
-17,152
|
-6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
+$5.2M
|
+103,801
|
+92%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$10.8M
|
+$225K
|
+4,492
|
+2%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.4M
|
-$3.6M
|
-71,881
|
-26%
|
|
|
16
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$9.66M
|
+$490K
|
+9,796
|
+5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.28M
|
-$807K
|
-16,114
|
-8%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$8.92M
|
+$1.1M
|
+21,976
|
+14%
|
|
|
19
|
|
$7.96M
|
+$2.35M
|
+46,897
|
+42%
|
|
|
20
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7.77M
|
-$78.8K
|
-1,573
|
-1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.67M
|
+$2.61M
|
+52,120
|
+52%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.53M
|
+$91.9K
|
+1,836
|
+1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.95M
|
+$1.96M
|
+39,067
|
+39%
|
|
|
24
|
|
$6.59M
|
+$5.41M
|
+107,993
|
+469%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.47M
|
+$438K
|
+8,740
|
+7%
|
|
