|
1
|
LPL Financial
San Diego,
California
|
$115M
|
+$8.02M
|
+90,149
|
+8%
|
|
|
2
|
|
$99.3M
|
-$487K
|
-5,468
|
-0.5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$93.7M
|
-$1.91M
|
-21,493
|
-2%
|
|
|
4
|
Intelligence Driven Advisers
Carlsbad,
California
|
$65.7M
|
-$2.87M
|
-32,234
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
-$3.28M
|
-36,911
|
-10%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$24M
|
+$89.7K
|
+1,008
|
+0.4%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$22.1M
|
-$471K
|
-5,289
|
-2%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$19.5M
|
+$565K
|
+6,352
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$5.63M
|
+63,317
|
+47%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$17.4M
|
-$806K
|
-9,060
|
-5%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$14.6M
|
+$194K
|
+2,181
|
+1%
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$13.9M
|
+$171K
|
+1,924
|
+1%
|
|
|
13
|
Arrien Investments
Boise,
Idaho
|
$13.4M
|
+$602K
|
+6,771
|
+5%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.1M
|
+$399K
|
+4,488
|
+3%
|
|
|
15
|
Financial Guidance Group
Palm Harbor,
Florida
|
$13.1M
|
+$398K
|
+4,477
|
+3%
|
|
|
16
|
Equitable Holdings
New York
|
$12.9M
|
+$652K
|
+7,333
|
+5%
|
|
|
17
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.5M
|
-$909K
|
-10,221
|
-7%
|
|
|
18
|
Hobart Private Capital
Charlotte,
North Carolina
|
$12.1M
|
-$1.63M
|
-18,275
|
-12%
|
|
|
19
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.9M
|
+$1.25M
|
+14,010
|
+12%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.1M
|
-$495K
|
-5,568
|
-4%
|
|
|
21
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$10.1M
|
+$751K
|
+8,441
|
+8%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.9M
|
-$1.89M
|
-21,289
|
-16%
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$9.04M
|
+$477K
|
+5,366
|
+6%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.9M
|
-$224K
|
-2,522
|
-3%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.81M
|
-$299K
|
-3,363
|
-3%
|
|
