|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$379M
|
+$7.57M
|
+264,735
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$84.9M
|
+$2.45M
|
+85,685
|
+3%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$74.1M
|
-$3.83M
|
-133,895
|
-5%
|
|
|
4
|
NEPC LLC
Boston,
Massachusetts
|
$70.7M
|
+$70.5M
|
+2,463,594
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
-$2.12M
|
-74,208
|
-3%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$35.3M
|
+$7.35M
|
+256,984
|
+26%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$33.4M
|
-$673K
|
-23,526
|
-2%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$32.6M
|
-$89K
|
-3,111
|
-0.3%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$31.2M
|
+$6.49M
|
+226,924
|
+26%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$30.8M
|
+$708K
|
+24,737
|
+2%
|
|
|
11
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$27.9M
|
+$2.82M
|
+98,633
|
+11%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
+$97.9K
|
+3,422
|
+0.5%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.4M
|
+$2.02M
|
+70,504
|
+12%
|
|
|
14
|
Flaharty Asset Management
Clearwater,
Florida
|
$18.4M
|
+$388K
|
+13,555
|
+2%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$14.2M
|
+$523K
|
+18,288
|
+4%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$13.1M
|
+$6.08M
|
+212,365
|
+87%
|
|
|
17
|
|
$11.8M
|
+$954K
|
+33,340
|
+9%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$11.5M
|
-$444K
|
-15,529
|
-4%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$10.9M
|
-$381K
|
-13,312
|
-3%
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$9.69M
|
+$1.31M
|
+45,867
|
+16%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.69M
|
+$1.17M
|
+40,949
|
+16%
|
|
|
22
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.72M
|
+$579K
|
+20,242
|
+8%
|
|
|
23
|
Zacks Investment Management
Chicago,
Illinois
|
$7.32M
|
-$295K
|
-10,317
|
-4%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.76M
|
+$8.41K
|
+294
|
+0.1%
|
|
|
25
|
|
$6.04M
|
-$1.1M
|
-38,328
|
-15%
|
|
