|
1
|
LPL Financial
San Diego,
California
|
$121M
|
+$2.62M
|
+27,604
|
+2%
|
|
|
2
|
|
$98.1M
|
-$4.06M
|
-42,839
|
-4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$93.5M
|
-$2.97M
|
-31,301
|
-3%
|
|
|
4
|
Intelligence Driven Advisers
Carlsbad,
California
|
$57.2M
|
-$10.6M
|
-111,422
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.2M
|
+$7.91M
|
+83,464
|
+24%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$30M
|
+$12.3M
|
+129,367
|
+67%
|
|
|
7
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$27M
|
+$2.38M
|
+25,053
|
+9%
|
|
|
8
|
SimpliFi Inc
San Diego,
California
|
$22.8M
|
+$69.8K
|
+736
|
+0.3%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$19.7M
|
-$359K
|
-3,782
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$834K
|
+8,796
|
+4%
|
|
|
11
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$14.6M
|
+$14.8M
|
+156,114
|
New
|
|
|
12
|
KWB Wealth
Redlands,
California
|
$14.6M
|
–
|
–
|
–
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.8M
|
+$356K
|
+3,750
|
+3%
|
|
|
14
|
Financial Guidance Group
Palm Harbor,
Florida
|
$13.8M
|
+$357K
|
+3,761
|
+3%
|
|
|
15
|
Arrien Investments
Boise,
Idaho
|
$13.5M
|
-$222K
|
-2,342
|
-2%
|
|
|
16
|
Equitable Holdings
New York
|
$13.4M
|
+$589K
|
+6,213
|
+4%
|
|
|
17
|
Financial Enhancement Group
Anderson,
Indiana
|
$13.3M
|
-$1.31M
|
-13,837
|
-9%
|
|
|
18
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.9M
|
-$40.8K
|
-430
|
-0.3%
|
|
|
19
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$12.8M
|
+$619K
|
+6,529
|
+5%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12M
|
+$593K
|
+6,257
|
+5%
|
|
|
21
|
Hobart Private Capital
Charlotte,
North Carolina
|
$12M
|
-$441K
|
-4,647
|
-3%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.6M
|
+$461K
|
+4,857
|
+4%
|
|
|
23
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$10.2M
|
-$195K
|
-2,052
|
-2%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$9.29M
|
-$315K
|
-3,320
|
-3%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.1M
|
-$49.7K
|
-524
|
-0.5%
|
|
