|
1
|
LPL Financial
San Diego,
California
|
$589M
|
-$66.6M
|
-2,640,999
|
-10%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$407M
|
-$9.41M
|
-373,060
|
-2%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$300M
|
-$27.1M
|
-1,075,695
|
-8%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$296M
|
+$35.7M
|
+1,415,138
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
+$10.8M
|
+428,187
|
+4%
|
|
|
6
|
|
$254M
|
+$14.3M
|
+565,051
|
+6%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$198M
|
+$8.93M
|
+353,884
|
+5%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$123M
|
+$24.8M
|
+982,629
|
+26%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$104M
|
-$7.09M
|
-280,971
|
-6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$96M
|
-$21.1M
|
-834,978
|
-18%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$95M
|
-$9.8M
|
-388,300
|
-9%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$91.3M
|
+$2.44M
|
+96,577
|
+3%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$84.3M
|
+$4.18M
|
+165,731
|
+5%
|
|
|
14
|
Rational Advisors
Huntington,
New York
|
$78.8M
|
-$7.68M
|
-304,234
|
-9%
|
|
|
15
|
Univest Financial
Souderton,
Pennsylvania
|
$75.1M
|
+$18.2M
|
+721,570
|
+33%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$74.5M
|
+$1.69M
|
+66,865
|
+2%
|
|
|
17
|
Good Life Advisors
Reading,
Pennsylvania
|
$71M
|
+$1.13M
|
+44,679
|
+2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$70.4M
|
+$357K
|
+14,143
|
+0.5%
|
|
|
19
|
|
$65.3M
|
+$944K
|
+37,399
|
+1%
|
|
|
20
|
Equitable Holdings
New York
|
$62.6M
|
-$9.05M
|
-358,870
|
-13%
|
|
|
21
|
KWB Wealth
Redlands,
California
|
$61.3M
|
-$1.37M
|
-54,218
|
-2%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$60M
|
+$6.31M
|
+250,030
|
+12%
|
|
|
23
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$58.3M
|
+$5.74M
|
+227,510
|
+11%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$56.8M
|
-$4.66M
|
-184,771
|
-8%
|
|
|
25
|
Great Lakes Retirement
Sandusky,
Ohio
|
$53.6M
|
+$1.64M
|
+64,818
|
+3%
|
|
