|
1
|
LPL Financial
San Diego,
California
|
$42.3M
|
+$16M
|
+351,361
|
+60%
|
|
|
2
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$25.3M
|
+$23.5M
|
+515,858
|
+1,303%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.2M
|
+$861K
|
+18,915
|
+4%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$21.4M
|
-$3.83M
|
-84,167
|
-15%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.1M
|
+$13.2M
|
+289,744
|
New
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.9M
|
+$188K
|
+4,142
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.93M
|
+$1.48M
|
+32,448
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.61M
|
-$4.12M
|
-90,491
|
-30%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.23M
|
+$1.35M
|
+29,747
|
+17%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$7.83M
|
+$27.8K
|
+610
|
+0.4%
|
|
|
11
|
Cary Street Partners
Richmond,
Virginia
|
$7.49M
|
+$132K
|
+2,894
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.47M
|
+$2.37M
|
+52,083
|
+46%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$7.02M
|
+$2.58M
|
+56,755
|
+58%
|
|
|
14
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.98M
|
+$662K
|
+14,560
|
+10%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$6.68M
|
-$42K
|
-923
|
-0.6%
|
|
|
16
|
Asio Capital
Lexington,
Kentucky
|
$6.6M
|
+$234K
|
+5,145
|
+4%
|
|
|
17
|
Bridgewealth Advisory Group
Fresno,
California
|
$6.02M
|
+$3.78M
|
+82,989
|
+167%
|
|
|
18
|
Sittner & Nelson
Eugene,
Oregon
|
$4.81M
|
+$3.12M
|
+68,516
|
+187%
|
|
|
19
|
Clarity Asset Management
Ames,
Iowa
|
$4.33M
|
+$107K
|
+2,342
|
+3%
|
|
|
20
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.76M
|
+$1.83M
|
+40,278
|
+94%
|
|
|
21
|
Seven Mile Advisory
Ewing,
New Jersey
|
$3.64M
|
–
|
–
|
–
|
|
|
22
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.55M
|
+$432K
|
+9,491
|
+14%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$3.28M
|
+$2.19M
|
+48,130
|
+199%
|
|
|
24
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.14M
|
+$134K
|
+2,951
|
+4%
|
|
|
25
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$3.1M
|
+$2.68M
|
+58,887
|
+624%
|
|
