|
1
|
Allianz Asset Management
Munich,
Germany
|
$350M
|
+$83.1M
|
+1,669,375
|
+31%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$235M
|
+$12.1M
|
+243,673
|
+5%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80M
|
+$2.36M
|
+47,363
|
+3%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$63.6M
|
-$2.94M
|
-59,057
|
-4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2M
|
+$1.18M
|
+23,699
|
+5%
|
|
|
6
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$21.6M
|
+$21.7M
|
+435,160
|
New
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21M
|
+$10.3M
|
+207,587
|
+97%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$2.79M
|
+56,110
|
+23%
|
|
|
9
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$14.2M
|
+$14.1M
|
+284,322
|
New
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
+$689K
|
+13,848
|
+6%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.2M
|
+$10.2M
|
+205,480
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$8.62M
|
+$578K
|
+11,613
|
+7%
|
|
|
13
|
Cresta Advisors
Laredo,
Texas
|
$7.87M
|
+$245K
|
+4,932
|
+3%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.54M
|
+$3.29M
|
+66,135
|
+146%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.47M
|
+$1.39M
|
+28,027
|
+45%
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$3.94M
|
+$2.06M
|
+41,453
|
+109%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.78M
|
+$1.17M
|
+23,484
|
+45%
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.63M
|
–
|
–
|
–
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$3.23M
|
-$3.28M
|
-65,892
|
-50%
|
|
|
20
|
PAX Financial Group
San Antonio,
Texas
|
$3.11M
|
+$589K
|
+11,846
|
+23%
|
|
|
21
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.78M
|
+$2.78M
|
+55,910
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.75M
|
-$50.1K
|
-1,006
|
-2%
|
|
|
23
|
Wayfinding Financial
Lynnwood,
Washington
|
$2.73M
|
+$2.72M
|
+54,620
|
New
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$2.4M
|
+$678K
|
+13,630
|
+39%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
+$462K
|
+9,292
|
+28%
|
|
