|
1
|
LPL Financial
San Diego,
California
|
$518M
|
-$21.8M
|
-886,350
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$299M
|
+$8.46M
|
+343,777
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$267M
|
+$39.4M
|
+1,601,304
|
+18%
|
|
|
4
|
|
$214M
|
+$2.22M
|
+90,261
|
+1%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$183M
|
-$4.23M
|
-171,911
|
-2%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$180M
|
+$4.64M
|
+188,600
|
+3%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$179M
|
-$4.83M
|
-196,536
|
-3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$164M
|
+$62.2M
|
+2,528,542
|
+65%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$115M
|
+$2.26M
|
+91,812
|
+2%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$111M
|
-$8.97M
|
-364,672
|
-8%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$104M
|
+$409K
|
+16,624
|
+0.4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$100M
|
-$9.31M
|
-378,443
|
-9%
|
|
|
13
|
Syon Capital
San Francisco,
California
|
$89M
|
+$80.3M
|
+3,264,288
|
+1,579%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$79.7M
|
-$634K
|
-25,791
|
-0.8%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$73.5M
|
+$2.7M
|
+109,635
|
+4%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$71.5M
|
+$68.1M
|
+2,769,050
|
+15,564%
|
|
|
17
|
Tobias Financial Advisors
Plantation,
Florida
|
$71.4M
|
+$49.5M
|
+2,010,727
|
+260%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$70.5M
|
+$3.15M
|
+128,009
|
+5%
|
|
|
19
|
Good Life Advisors
Reading,
Pennsylvania
|
$63M
|
+$1.89M
|
+76,700
|
+3%
|
|
|
20
|
Equitable Holdings
New York
|
$57.9M
|
+$29.1M
|
+1,184,080
|
+110%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$57.6M
|
+$41.7M
|
+1,693,995
|
+306%
|
|
|
22
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$55.8M
|
-$1.47M
|
-59,917
|
-3%
|
|
|
23
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$55.3M
|
+$5.11M
|
+207,666
|
+11%
|
|
|
24
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$53.4M
|
+$664K
|
+26,996
|
+1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.5M
|
-$4.76M
|
-193,668
|
-9%
|
|
