|
1
|
LPL Financial
San Diego,
California
|
$576M
|
+$65.4M
|
+2,586,533
|
+13%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$308M
|
+$45M
|
+1,780,689
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$257M
|
-$37.8M
|
-1,497,149
|
-13%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$252M
|
+$74.6M
|
+2,950,659
|
+42%
|
|
|
5
|
|
$217M
|
+$5.95M
|
+235,531
|
+3%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$184M
|
+$8.04M
|
+317,882
|
+5%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$126M
|
-$54M
|
-2,135,839
|
-30%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$113M
|
-$49M
|
-1,936,379
|
-30%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$111M
|
-$1.94M
|
-76,598
|
-2%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$104M
|
-$4.65M
|
-183,932
|
-4%
|
|
|
11
|
Rational Advisors
Huntington,
New York
|
$95.3M
|
+$95.3M
|
+3,771,284
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.4M
|
-$10.6M
|
-420,571
|
-11%
|
|
|
13
|
Syon Capital
San Francisco,
California
|
$87.8M
|
+$67.3K
|
+2,661
|
+0.1%
|
|
|
14
|
Equitable Holdings
New York
|
$84M
|
+$26.9M
|
+1,065,080
|
+47%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$80.1M
|
+$1.44M
|
+56,858
|
+2%
|
|
|
16
|
Tobias Financial Advisors
Plantation,
Florida
|
$74.6M
|
+$4.2M
|
+165,967
|
+6%
|
|
|
17
|
Baker Avenue Asset Management
San Francisco,
California
|
$73.5M
|
+$3.02M
|
+119,268
|
+4%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$69.8M
|
+$503K
|
+19,901
|
+0.7%
|
|
|
19
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$63.8M
|
+$9.32M
|
+368,520
|
+17%
|
|
|
20
|
Good Life Advisors
Reading,
Pennsylvania
|
$63.8M
|
+$1.67M
|
+66,165
|
+3%
|
|
|
21
|
KWB Wealth
Redlands,
California
|
$60.8M
|
-$11.7M
|
-463,639
|
-16%
|
|
|
22
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$55.7M
|
+$2.97M
|
+117,317
|
+6%
|
|
|
23
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$54.3M
|
-$717K
|
-28,344
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.3M
|
-$1.42M
|
-56,118
|
-3%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$49.2M
|
+$4.5M
|
+178,031
|
+10%
|
|
