|
1
|
State Street
Boston,
Massachusetts
|
$605M
|
+$304M
|
+12,031,034
|
+104%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$567M
|
-$22.2M
|
-878,713
|
-4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$437M
|
+$28.6M
|
+1,132,620
|
+7%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$323M
|
+$22.5M
|
+889,542
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$284M
|
-$6.95M
|
-275,115
|
-2%
|
|
|
6
|
|
$270M
|
+$14.5M
|
+573,590
|
+6%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$198M
|
-$1.2M
|
-47,401
|
-0.6%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$113M
|
-$9.89M
|
-391,323
|
-8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$14.3M
|
+565,337
|
+15%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$99.8M
|
-$4.36M
|
-172,509
|
-4%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$94.6M
|
+$3M
|
+118,603
|
+3%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$92.2M
|
-$3.31M
|
-131,110
|
-3%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$89.1M
|
+$4.57M
|
+180,678
|
+5%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$76.8M
|
+$2.08M
|
+82,092
|
+3%
|
|
|
15
|
Rational Advisors
Huntington,
New York
|
$76M
|
-$2.99M
|
-118,154
|
-4%
|
|
|
16
|
Univest Financial
Souderton,
Pennsylvania
|
$75.9M
|
+$591K
|
+23,365
|
+0.8%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$73.4M
|
+$2.84M
|
+112,303
|
+4%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$72.8M
|
+$1.56M
|
+61,753
|
+2%
|
|
|
19
|
|
$64M
|
-$1.47M
|
-57,968
|
-2%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$61.1M
|
+$4.09M
|
+161,631
|
+7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$61.1M
|
+$27.1M
|
+1,072,997
|
+82%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$59.3M
|
-$827K
|
-32,726
|
-1%
|
|
|
23
|
Equitable Holdings
New York
|
$59.1M
|
-$3.59M
|
-141,900
|
-6%
|
|
|
24
|
Great Lakes Retirement
Sandusky,
Ohio
|
$54.9M
|
+$1.12M
|
+44,244
|
+2%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$53.3M
|
+$715K
|
+28,288
|
+1%
|
|
