|
1
|
LPL Financial
San Diego,
California
|
$633M
|
+$31M
|
+1,201,539
|
+5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$404M
|
+$87.1M
|
+3,377,947
|
+27%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$359M
|
-$108M
|
-4,192,224
|
-23%
|
|
|
4
|
|
$325M
|
+$26.4M
|
+1,021,582
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$251M
|
+$17M
|
+658,732
|
+7%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$239M
|
-$152M
|
-5,881,647
|
-39%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$199M
|
+$1M
|
+38,832
|
+0.5%
|
|
|
8
|
Horizon Investments
Charlotte,
North Carolina
|
$184M
|
+$2.12M
|
+82,298
|
+1%
|
|
|
9
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$183M
|
+$2.03M
|
+78,680
|
+1%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$152M
|
+$154M
|
+5,964,025
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$28.7M
|
+1,112,552
|
+24%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$111M
|
+$5.31M
|
+205,981
|
+5%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$107M
|
+$7.06M
|
+273,801
|
+7%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$94.8M
|
-$1.15M
|
-44,392
|
-1%
|
|
|
15
|
Baker Avenue Asset Management
San Francisco,
California
|
$86.8M
|
+$2.18M
|
+84,655
|
+3%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$77.2M
|
+$5.6M
|
+217,043
|
+8%
|
|
|
17
|
Convergence Financial
Columbia,
Missouri
|
$72.1M
|
+$39.2M
|
+1,518,612
|
+117%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$70.6M
|
+$2.54M
|
+98,352
|
+4%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$69.1M
|
+$5.5M
|
+213,315
|
+9%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68.4M
|
-$26.5M
|
-1,025,493
|
-28%
|
|
|
21
|
|
$65.3M
|
+$2.7M
|
+104,704
|
+4%
|
|
|
22
|
|
$62.9M
|
-$9.1M
|
-352,759
|
-13%
|
|
|
23
|
Univest Financial
Souderton,
Pennsylvania
|
$61.9M
|
-$17M
|
-658,693
|
-21%
|
|
|
24
|
Great Lakes Retirement
Sandusky,
Ohio
|
$60.4M
|
+$1.96M
|
+75,980
|
+3%
|
|
|
25
|
Stratos Investment Management
Beachwood,
Ohio
|
$58.2M
|
+$2.96M
|
+114,900
|
+5%
|
|
