|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$402M
|
+$4.94M
|
+167,590
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$95.8M
|
+$6.86M
|
+232,659
|
+8%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$74.3M
|
-$3.17M
|
-107,550
|
-4%
|
|
|
4
|
NEPC LLC
Boston,
Massachusetts
|
$74M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
+$1.37M
|
+46,471
|
+2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$37.2M
|
+$192K
|
+6,499
|
+0.5%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$36.8M
|
+$1.85M
|
+62,570
|
+5%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$33.9M
|
-$177K
|
-6,001
|
-0.5%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$33.7M
|
+$1.03M
|
+34,776
|
+3%
|
|
|
10
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$33.6M
|
+$4.34M
|
+147,028
|
+15%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$32.2M
|
-$61.2K
|
-2,077
|
-0.2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$26.2M
|
+$3.93M
|
+133,432
|
+18%
|
|
|
13
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$26M
|
+$25.5M
|
+864,961
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$20.8M
|
+$8.67M
|
+294,065
|
+74%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5M
|
+$18.8M
|
+637,029
|
+1,404%
|
|
|
16
|
Flaharty Asset Management
Clearwater,
Florida
|
$18.6M
|
-$626K
|
-21,246
|
-3%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$15.9M
|
+$952K
|
+32,273
|
+7%
|
|
|
18
|
|
$15.7M
|
+$3.27M
|
+110,762
|
+27%
|
|
|
19
|
Good Life Advisors
Reading,
Pennsylvania
|
$15.1M
|
+$1.37M
|
+46,580
|
+10%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$11.2M
|
-$206K
|
-6,982
|
-2%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.5M
|
+$1.39M
|
+46,997
|
+16%
|
|
|
22
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$10M
|
+$9.83M
|
+333,323
|
New
|
|
|
23
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$9.98M
|
+$1.87M
|
+63,452
|
+24%
|
|
|
24
|
Financial Gravity Companies
Lakeway,
Texas
|
$9.5M
|
+$9.32M
|
+316,191
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.8M
|
+$2.92M
|
+98,939
|
+51%
|
|
