|
1
|
LPL Financial
San Diego,
California
|
$125M
|
+$986K
|
+10,228
|
+0.8%
|
|
|
2
|
|
$102M
|
+$1.15M
|
+11,898
|
+1%
|
|
|
3
|
Intelligence Driven Advisers
Carlsbad,
California
|
$59.4M
|
+$532K
|
+5,522
|
+0.9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$57.2M
|
-$39.2M
|
-406,560
|
-41%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8M
|
+$3.42M
|
+35,470
|
+8%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$29.8M
|
+$2.08M
|
+21,552
|
+7%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$23.8M
|
+$344K
|
+3,566
|
+1%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$22M
|
+$1.7M
|
+17,686
|
+8%
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$21M
|
-$9.86M
|
-102,297
|
-32%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$942K
|
+9,768
|
+5%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$15.1M
|
-$351K
|
-3,637
|
-2%
|
|
|
12
|
Equitable Holdings
New York
|
$14.9M
|
+$649K
|
+6,732
|
+5%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.6M
|
+$337K
|
+3,496
|
+2%
|
|
|
14
|
Financial Guidance Group
Palm Harbor,
Florida
|
$14.6M
|
+$337K
|
+3,496
|
+2%
|
|
|
15
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$14.5M
|
+$1.13M
|
+11,753
|
+9%
|
|
|
16
|
Arrien Investments
Boise,
Idaho
|
$14.4M
|
+$469K
|
+4,864
|
+3%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.7M
|
+$1.41M
|
+14,601
|
+11%
|
|
|
18
|
|
$13.5M
|
+$11.4M
|
+117,893
|
+526%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.1M
|
-$180K
|
-1,864
|
-1%
|
|
|
20
|
Financial Enhancement Group
Anderson,
Indiana
|
$12.9M
|
-$114K
|
-1,186
|
-0.9%
|
|
|
21
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$10.7M
|
+$71.6K
|
+743
|
+0.7%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.53M
|
+$164K
|
+1,706
|
+2%
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$9.18M
|
-$65.1K
|
-675
|
-0.7%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.82M
|
-$2.14M
|
-22,174
|
-19%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.81M
|
-$87.5K
|
-908
|
-1%
|
|
