|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$95.8M
|
+$6.1M
|
+177,521
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$82.7M
|
-$111K
|
-3,229
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.3M
|
+$19.4M
|
+565,415
|
+44%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$34.8M
|
+$13.5M
|
+391,669
|
+66%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$22.2M
|
-$30.5K
|
-888
|
-0.1%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$16M
|
+$4.58M
|
+133,361
|
+41%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
+$8.84M
|
+257,079
|
+166%
|
|
|
8
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$14.4M
|
-$294K
|
-8,545
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$609K
|
+17,711
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$9.93M
|
+$3.71M
|
+108,032
|
+62%
|
|
|
11
|
|
$9.57M
|
+$1.9M
|
+55,285
|
+25%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.68M
|
+$5.17M
|
+150,320
|
+154%
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$7.52M
|
+$7.39M
|
+214,995
|
New
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$6.43M
|
-$361K
|
-10,503
|
-5%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.39M
|
+$857K
|
+24,931
|
+16%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.37M
|
+$2.4M
|
+69,868
|
+62%
|
|
|
17
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$5.63M
|
-$146K
|
-4,248
|
-3%
|
|
|
18
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5.23M
|
+$5.14M
|
+149,557
|
New
|
|
|
19
|
Centric Wealth Management
Chicago,
Illinois
|
$4.84M
|
+$5.14M
|
+149,615
|
New
|
|
|
20
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$4.38M
|
+$39.6K
|
+1,151
|
+0.9%
|
|
|
21
|
Kaizen Financial Strategies
Campbell,
California
|
$4.2M
|
-$134K
|
-3,892
|
-3%
|
|
|
22
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.18M
|
-$1.29M
|
-37,664
|
-24%
|
|
|
23
|
Park Avenue Securities
New York
|
$3.84M
|
+$1.55M
|
+44,954
|
+69%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$3.83M
|
+$1.47M
|
+42,887
|
+64%
|
|
|
25
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.45M
|
+$3.53M
|
+102,603
|
New
|
|
