|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$238K
|
+6,577
|
+1%
|
|
|
2
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.49M
|
+$61.7K
|
+1,709
|
+1%
|
|
|
3
|
Paulson Wealth Management
Wheaton,
Illinois
|
$4.48M
|
+$138K
|
+3,830
|
+3%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.48M
|
-$105K
|
-2,901
|
-3%
|
|
|
5
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.73M
|
+$314K
|
+8,686
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.61M
|
-$2.84M
|
-78,625
|
-52%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
-$3.41M
|
-94,410
|
-59%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$2.28M
|
+$184K
|
+5,102
|
+9%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
-$202K
|
-5,589
|
-11%
|
|
|
10
|
Partners Wealth Management
Carmel By The Sea,
California
|
$1.45M
|
-$18.3K
|
-506
|
-1%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$1.34M
|
-$74.8K
|
-2,071
|
-5%
|
|
|
12
|
Capital Square
Chattanooga,
Tennessee
|
$1.08M
|
–
|
–
|
–
|
|
|
13
|
OxenFree Capital
Satellite Beach,
Florida
|
$952K
|
+$7.55K
|
+209
|
+0.7%
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$932K
|
+$952K
|
+26,352
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$852K
|
-$621K
|
-17,179
|
-42%
|
|
|
16
|
|
$689K
|
+$704K
|
+19,477
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$579K
|
-$85.2K
|
-2,358
|
-13%
|
|
|
18
|
KWB Wealth
Redlands,
California
|
$577K
|
-$145
|
-4
|
-0%
|
|
|
19
|
Golden State Equity Partners
South Coast Metro,
California
|
$569K
|
+$276K
|
+7,635
|
+90%
|
|
|
20
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$552K
|
+$168K
|
+4,640
|
+42%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$339K
|
+$235K
|
+6,495
|
+211%
|
|
|
22
|
Weaver Consulting Group
Huntington Beach,
California
|
$334K
|
–
|
–
|
–
|
|
|
23
|
Atria Wealth Solutions
New York
|
$305K
|
-$33.2K
|
-918
|
-10%
|
|
|
24
|
Aire Advisors
Beverly Hills,
California
|
$305K
|
+$67.2K
|
+1,861
|
+28%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$296K
|
+$302K
|
+8,359
|
New
|
|
