|
1
|
Allianz Asset Management
Munich,
Germany
|
$413M
|
+$64.6M
|
+1,292,778
|
+18%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$239M
|
+$4.47M
|
+89,488
|
+2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.8M
|
+$36.9M
|
+738,887
|
+140%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$52.5M
|
-$11M
|
-220,579
|
-17%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.5M
|
-$35.5M
|
-710,290
|
-44%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30M
|
+$9.15M
|
+183,045
|
+43%
|
|
|
7
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$22M
|
+$466K
|
+9,328
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.1M
|
+$6.46M
|
+129,136
|
+44%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$13M
|
+261,005
|
+343%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$14.9M
|
+$15.1M
|
+302,415
|
New
|
|
|
11
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$14.3M
|
+$220K
|
+4,407
|
+2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14M
|
+$8.5M
|
+169,999
|
+153%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.3M
|
+$3.15M
|
+63,018
|
+31%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.9M
|
-$993K
|
-19,857
|
-8%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$8.24M
|
-$372K
|
-7,445
|
-4%
|
|
|
16
|
Cresta Advisors
Laredo,
Texas
|
$8.02M
|
+$165K
|
+3,293
|
+2%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.97M
|
+$1.52M
|
+30,439
|
+34%
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$5.47M
|
+$1.54M
|
+30,897
|
+39%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.14M
|
+$3.05M
|
+60,924
|
+143%
|
|
|
20
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$4.93M
|
+$2.17M
|
+43,424
|
+78%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.36M
|
+$3.84M
|
+76,745
|
+683%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$3.91M
|
+$3.94M
|
+78,909
|
New
|
|
|
23
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.9M
|
+$1.21M
|
+24,126
|
+44%
|
|
|
24
|
PAX Financial Group
San Antonio,
Texas
|
$3.65M
|
+$554K
|
+11,073
|
+18%
|
|
|
25
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.62M
|
–
|
–
|
–
|
|
