|
1
|
LPL Financial
San Diego,
California
|
$514M
|
+$22.9M
|
+917,436
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$275M
|
+$79.6M
|
+3,193,517
|
+39%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$215M
|
+$35.6M
|
+1,430,659
|
+19%
|
|
|
4
|
|
$201M
|
+$31.3M
|
+1,256,623
|
+18%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$177M
|
+$92.2M
|
+3,701,806
|
+103%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$174M
|
-$8.68M
|
-348,210
|
-5%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$166M
|
+$12.2M
|
+490,616
|
+8%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$114M
|
-$9.43M
|
-378,506
|
-7%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$107M
|
-$19.4M
|
-777,082
|
-15%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$105M
|
+$26.1M
|
+1,047,784
|
+32%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$98.6M
|
-$11.4M
|
-457,077
|
-10%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.4M
|
+$37M
|
+1,483,545
|
+62%
|
|
|
13
|
|
$80.3M
|
–
|
–
|
–
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$76.3M
|
-$2.33M
|
-93,522
|
-3%
|
|
|
15
|
GM Advisory Group
Melville,
New York
|
$74.8M
|
+$15.3M
|
+614,888
|
+25%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$70M
|
-$744K
|
-29,869
|
-1%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$63.8M
|
-$15.5M
|
-621,116
|
-19%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$57.9M
|
+$605K
|
+24,290
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.5M
|
+$17.5M
|
+704,212
|
+46%
|
|
|
20
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$54.4M
|
-$422K
|
-16,939
|
-0.8%
|
|
|
21
|
|
$50.6M
|
-$20.1M
|
-807,902
|
-28%
|
|
|
22
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$50.1M
|
-$202K
|
-8,090
|
-0.4%
|
|
|
23
|
Facet Wealth Inc
Baltimore,
Maryland
|
$49.3M
|
+$51.5M
|
+2,066,466
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$48.4M
|
+$3.91M
|
+156,751
|
+9%
|
|
|
25
|
Great Lakes Retirement
Sandusky,
Ohio
|
$47.8M
|
-$68.9K
|
-2,766
|
-0.1%
|
|
