|
1
|
American Century Companies
Kansas City,
Missouri
|
$75.7M
|
+$5.6M
|
+108,471
|
+8%
|
|
|
2
|
Round Rock Advisors
Wilton,
Connecticut
|
$14.7M
|
+$2.56M
|
+49,629
|
+21%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$12.3M
|
+$9.85M
|
+190,982
|
+389%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$5.64M
|
-$2.14M
|
-41,452
|
-27%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96M
|
+$234K
|
+4,536
|
+5%
|
|
|
6
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$4.18M
|
-$72.7K
|
-1,410
|
-2%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$3.02M
|
+$773K
|
+14,982
|
+34%
|
|
|
8
|
Clearview Wealth Management
Irvine,
California
|
$2.8M
|
+$2.82M
|
+54,588
|
New
|
|
|
9
|
|
$2.32M
|
+$1.38M
|
+26,713
|
+144%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
-$259K
|
-5,024
|
-14%
|
|
|
11
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.49M
|
+$645K
|
+12,500
|
+76%
|
|
|
12
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.45M
|
+$861K
|
+16,691
|
+143%
|
|
|
13
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.35M
|
+$10.5K
|
+203
|
+0.8%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$1.27M
|
+$281K
|
+5,440
|
+28%
|
|
|
15
|
|
$1.06M
|
-$1.12M
|
-21,790
|
-51%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$997K
|
+$1M
|
+19,447
|
New
|
|
|
17
|
Nova Wealth Management
Bonita Springs,
Florida
|
$950K
|
+$236K
|
+4,571
|
+33%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$737K
|
+$157K
|
+3,043
|
+27%
|
|
|
19
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$726K
|
-$109K
|
-2,120
|
-13%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$695K
|
-$101K
|
-1,962
|
-13%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$578K
|
-$136K
|
-2,643
|
-19%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$558K
|
+$561K
|
+10,878
|
New
|
|
|
23
|
Peak Planning Group
Centennial,
Colorado
|
$537K
|
+$4.13K
|
+80
|
+0.8%
|
|
|
24
|
Weaver Consulting Group
Huntington Beach,
California
|
$427K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$386K
|
+$261K
|
+5,065
|
+206%
|
|
