|
1
|
LPL Financial
San Diego,
California
|
$642M
|
-$13.7M
|
-539,896
|
-2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$408M
|
+$32.1M
|
+1,263,384
|
+8%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$320M
|
+$22.6M
|
+888,988
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$274M
|
-$14.7M
|
-576,587
|
-5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$255M
|
-$69.1M
|
-2,718,221
|
-21%
|
|
|
6
|
|
$235M
|
+$5.75M
|
+226,061
|
+2%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$185M
|
+$300K
|
+11,786
|
+0.2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$115M
|
+$17.2M
|
+677,364
|
+17%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$109M
|
+$2.36M
|
+92,920
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$103M
|
+$4.85M
|
+190,958
|
+5%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$95.9M
|
+$4.13M
|
+162,350
|
+4%
|
|
|
12
|
Syon Capital
San Francisco,
California
|
$90.1M
|
+$2.4M
|
+94,383
|
+3%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$87M
|
+$2.96M
|
+116,270
|
+3%
|
|
|
14
|
Rational Advisors
Huntington,
New York
|
$84.7M
|
-$1.84M
|
-72,236
|
-2%
|
|
|
15
|
Tobias Financial Advisors
Plantation,
Florida
|
$78.3M
|
-$936K
|
-36,800
|
-1%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$71.2M
|
+$3.85M
|
+151,347
|
+6%
|
|
|
17
|
Equitable Holdings
New York
|
$70.2M
|
-$3.48M
|
-137,040
|
-5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$68.5M
|
+$69.7M
|
+2,741,362
|
New
|
|
|
19
|
Good Life Advisors
Reading,
Pennsylvania
|
$68.4M
|
-$980K
|
-38,565
|
-1%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$65.5M
|
-$1.29M
|
-50,728
|
-2%
|
|
|
21
|
|
$63M
|
-$7.32M
|
-287,881
|
-10%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$60.2M
|
+$4.72M
|
+185,641
|
+8%
|
|
|
23
|
Univest Financial
Souderton,
Pennsylvania
|
$55.4M
|
-$1.97M
|
-77,571
|
-3%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$54.9M
|
+$55.9M
|
+2,198,133
|
New
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$53M
|
-$137K
|
-5,391
|
-0.3%
|
|
