|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$216M
|
+$3.37M
|
+69,667
|
+2%
|
|
|
2
|
Allianz Asset Management
Munich,
Germany
|
$166M
|
+$24.1M
|
+497,683
|
+17%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$64.2M
|
+$4.6M
|
+95,046
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$2.15M
|
-44,366
|
-16%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$7.64M
|
+$5.12M
|
+105,931
|
+213%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$6.76M
|
-$234K
|
-4,838
|
-3%
|
|
|
7
|
Cresta Advisors
Laredo,
Texas
|
$6.68M
|
-$108K
|
-2,225
|
-2%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.59M
|
–
|
–
|
–
|
|
|
9
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$6.57M
|
–
|
–
|
–
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.83M
|
+$3.75M
|
+77,506
|
+13,840%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.58M
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.56M
|
+$36.1K
|
+746
|
+1%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.37M
|
+$2.34M
|
+48,331
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.72M
|
-$3.46M
|
-71,574
|
-67%
|
|
|
15
|
WBI Investments
Red Bank,
New Jersey
|
$1.7M
|
-$57.5K
|
-1,188
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$998K
|
+20,632
|
+255%
|
|
|
17
|
PAX Financial Group
San Antonio,
Texas
|
$1.26M
|
+$1.24M
|
+25,627
|
New
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$1.24M
|
+$907K
|
+18,753
|
+285%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
-$329K
|
-6,803
|
-22%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$976K
|
+$962K
|
+19,892
|
New
|
|
|
21
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$868K
|
+$16K
|
+330
|
+2%
|
|
|
22
|
Maridea Wealth Management
Brooklyn,
New York
|
$847K
|
-$60.3K
|
-1,246
|
-7%
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$631K
|
+$184K
|
+3,800
|
+42%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$613K
|
+$605K
|
+12,505
|
New
|
|
|
25
|
Prosperity Wealth Management
San Ramon,
California
|
$606K
|
+$598K
|
+12,363
|
New
|
|
