|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$377M
|
+$7.47M
|
+257,338
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$83.6M
|
-$75.4K
|
-2,598
|
-0.1%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$79M
|
-$8.63M
|
-297,134
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67M
|
+$7.21M
|
+248,423
|
+12%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$34.5M
|
+$4M
|
+137,611
|
+13%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$33.1M
|
+$444K
|
+15,287
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$30.5M
|
+$30.4M
|
+1,048,161
|
New
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$28.4M
|
+$4.06M
|
+139,936
|
+17%
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$25.4M
|
+$4.56M
|
+156,967
|
+22%
|
|
|
10
|
Procyon Advisors
Shelton,
Connecticut
|
$25.1M
|
+$25M
|
+861,841
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$21.4M
|
+$6.23M
|
+214,471
|
+41%
|
|
|
12
|
Flaharty Asset Management
Clearwater,
Florida
|
$18.3M
|
-$683K
|
-23,527
|
-4%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.6M
|
+$4.37M
|
+150,542
|
+36%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$13.9M
|
-$10.2M
|
-350,298
|
-42%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$12.1M
|
-$725K
|
-24,973
|
-6%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$11.5M
|
-$979K
|
-33,709
|
-8%
|
|
|
17
|
|
$11M
|
+$565K
|
+19,467
|
+5%
|
|
|
18
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$8.65M
|
–
|
–
|
–
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.77M
|
+$483K
|
+16,651
|
+7%
|
|
|
20
|
Zacks Investment Management
Chicago,
Illinois
|
$7.72M
|
+$7.7M
|
+265,282
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.62M
|
+$2.86M
|
+98,361
|
+60%
|
|
|
22
|
|
$7.24M
|
-$201K
|
-6,923
|
-3%
|
|
|
23
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.24M
|
+$1.47M
|
+50,585
|
+26%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.1M
|
+$657K
|
+22,617
|
+10%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.85M
|
+$153K
|
+5,253
|
+2%
|
|
