|
1
|
Allianz Asset Management
Munich,
Germany
|
$267M
|
+$97.8M
|
+1,991,627
|
+59%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$223M
|
+$4.45M
|
+90,718
|
+2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$77.3M
|
+$76.6M
|
+1,561,056
|
New
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$66.5M
|
+$1.49M
|
+30,307
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25M
|
+$20.9M
|
+425,176
|
+545%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$250K
|
+5,082
|
+2%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
+$11M
|
+224,950
|
New
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.7M
|
+$3.96M
|
+80,731
|
+60%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.04M
|
+$304K
|
+6,194
|
+4%
|
|
|
10
|
Cresta Advisors
Laredo,
Texas
|
$7.62M
|
+$849K
|
+17,298
|
+13%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$6.5M
|
-$337K
|
-6,866
|
-5%
|
|
|
12
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.63M
|
–
|
–
|
–
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.07M
|
+$667K
|
+13,576
|
+28%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
+$204K
|
+4,165
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.61M
|
+$1.17M
|
+23,891
|
+83%
|
|
|
16
|
PAX Financial Group
San Antonio,
Texas
|
$2.52M
|
+$1.23M
|
+25,065
|
+98%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.25M
|
+$2.2M
|
+44,851
|
+9,248%
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$1.88M
|
+$615K
|
+12,528
|
+49%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$1.72M
|
+$722K
|
+14,700
|
+74%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
-$81.4K
|
-1,658
|
-5%
|
|
|
21
|
WBI Investments
Red Bank,
New Jersey
|
$1.5M
|
-$219K
|
-4,457
|
-13%
|
|
|
22
|
BAM Wealth Management
Lakewood,
Colorado
|
$1.03M
|
+$1.02M
|
+20,812
|
New
|
|
|
23
|
Maridea Wealth Management
Brooklyn,
New York
|
$900K
|
+$36.1K
|
+735
|
+4%
|
|
|
24
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$870K
|
-$8.59K
|
-175
|
-1%
|
|
|
25
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$835K
|
+$826K
|
+16,816
|
New
|
|
