|
1
|
LPL Financial
San Diego,
California
|
$685M
|
+$87M
|
+3,375,777
|
+15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$394M
|
+$27.2M
|
+1,054,449
|
+8%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$337M
|
+$197M
|
+7,658,729
|
+146%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$312M
|
+$29.1M
|
+1,129,056
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$301M
|
+$17M
|
+658,655
|
+6%
|
|
|
6
|
|
$240M
|
+$6.86M
|
+266,230
|
+3%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$193M
|
+$4.7M
|
+182,608
|
+3%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$111M
|
+$7.8M
|
+302,891
|
+8%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$102M
|
-$10.1M
|
-390,717
|
-9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$102M
|
+$4.23M
|
+164,235
|
+4%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$96.1M
|
-$4.89M
|
-189,979
|
-5%
|
|
|
12
|
Syon Capital
San Francisco,
California
|
$91.8M
|
+$2.26M
|
+87,737
|
+3%
|
|
|
13
|
Rational Advisors
Huntington,
New York
|
$90.5M
|
-$2.9M
|
-112,764
|
-3%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$87.9M
|
+$3.43M
|
+132,988
|
+4%
|
|
|
15
|
Tobias Financial Advisors
Plantation,
Florida
|
$82.9M
|
+$3.33M
|
+129,247
|
+4%
|
|
|
16
|
Equitable Holdings
New York
|
$77M
|
+$6.36M
|
+247,040
|
+9%
|
|
|
17
|
|
$73.4M
|
+$20.3M
|
+788,242
|
+39%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$72.5M
|
+$3.42M
|
+132,891
|
+5%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$70.6M
|
+$2.54M
|
+98,478
|
+4%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$64.1M
|
+$5.16M
|
+200,516
|
+9%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$61.1M
|
+$3.41M
|
+132,415
|
+6%
|
|
|
22
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$60.5M
|
+$4.42M
|
+171,541
|
+8%
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$60.1M
|
+$725K
|
+28,136
|
+1%
|
|
|
24
|
Univest Financial
Souderton,
Pennsylvania
|
$60M
|
+$49.3M
|
+1,914,541
|
+501%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$58.1M
|
+$3.84M
|
+149,083
|
+7%
|
|
