|
1
|
|
$824M
|
+$198M
|
+4,404,850
|
+28%
|
|
|
2
|
AJ Wealth Strategies
New York
|
$154M
|
+$167M
|
+3,727,914
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$83M
|
+$12.9M
|
+286,740
|
+17%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$80.1M
|
-$420K
|
-9,359
|
-0.5%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$60.1M
|
+$65.5M
|
+1,458,307
|
New
|
|
|
6
|
Kore Private Wealth
New York
|
$47.5M
|
+$175K
|
+3,897
|
+0.3%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$45.9M
|
+$4.12M
|
+91,846
|
+9%
|
|
|
8
|
|
$40.6M
|
+$15.7M
|
+349,534
|
+55%
|
|
|
9
|
|
$40.1M
|
+$11.7M
|
+260,454
|
+37%
|
|
|
10
|
ACT Advisors
Asheville,
North Carolina
|
$27.5M
|
+$627K
|
+13,958
|
+2%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$24.7M
|
+$7.29M
|
+162,310
|
+37%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.7M
|
-$27.4M
|
-611,143
|
-50%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.7M
|
+$129K
|
+2,877
|
+0.5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
-$2.13M
|
-47,533
|
-10%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$18M
|
-$1.81M
|
-40,408
|
-8%
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$16.1M
|
+$846K
|
+18,832
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
-$516K
|
-11,492
|
-3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$13.5M
|
+$944K
|
+21,032
|
+7%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$12.8M
|
+$518K
|
+11,543
|
+4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$33.5M
|
-745,790
|
-73%
|
|
|
21
|
American Planning Services
Sun City Center,
Florida
|
$10.1M
|
-$724K
|
-16,112
|
-6%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$9.39M
|
+$431K
|
+9,607
|
+4%
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.08M
|
+$2.75M
|
+61,316
|
+39%
|
|
|
24
|
Perennial Investment Advisors
Los Angeles,
California
|
$8.89M
|
-$429K
|
-9,545
|
-4%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$8.76M
|
+$572K
|
+12,729
|
+6%
|
|
