|
1
|
LPL Financial
San Diego,
California
|
$43.1M
|
+$7.28M
|
+306,259
|
+19%
|
|
|
2
|
Systelligence LLC
Bloomington,
Minnesota
|
$24.4M
|
-$4.85M
|
-204,058
|
-16%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$23.6M
|
+$13.5M
|
+566,033
|
+117%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$16.8M
|
+704,736
|
+536%
|
|
|
5
|
KWB Wealth
Redlands,
California
|
$15.7M
|
+$15.3M
|
+645,140
|
+1,172%
|
|
|
6
|
|
$12.6M
|
-$3.45M
|
-145,114
|
-21%
|
|
|
7
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11M
|
+$616K
|
+25,912
|
+6%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11M
|
-$1.78M
|
-74,919
|
-13%
|
|
|
9
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.99M
|
+$5.67M
|
+238,464
|
+203%
|
|
|
10
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$6.47M
|
+$40K
|
+1,684
|
+0.6%
|
|
|
11
|
Peterson Wealth Advisors
Orem,
Utah
|
$6.15M
|
+$6.51M
|
+273,839
|
New
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$5.76M
|
+$6.1M
|
+256,721
|
New
|
|
|
13
|
Atria Wealth Solutions
New York
|
$5.7M
|
+$6.04M
|
+253,991
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.68M
|
+$352K
|
+14,823
|
+6%
|
|
|
15
|
Strategic Financial Planning
Plano,
Texas
|
$4.67M
|
+$198K
|
+8,327
|
+4%
|
|
|
16
|
Horizon Investment Services
Hammond,
Indiana
|
$4.57M
|
-$927K
|
-38,972
|
-16%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$4.5M
|
+$414K
|
+17,432
|
+10%
|
|
|
18
|
Aire Advisors
Beverly Hills,
California
|
$4.47M
|
+$952K
|
+40,032
|
+25%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.51M
|
-$886K
|
-37,258
|
-19%
|
|
|
20
|
Equitable Holdings
New York
|
$3.37M
|
+$3.23M
|
+135,812
|
+939%
|
|
|
21
|
Intelligence Driven Advisers
Carlsbad,
California
|
$2.46M
|
-$1.14M
|
-48,013
|
-30%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.39M
|
+$2.53M
|
+106,274
|
New
|
|
|
23
|
WhitTier Trust Company
Reno,
Nevada
|
$2.38M
|
+$2.52M
|
+106,145
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$2.28M
|
-$207K
|
-8,724
|
-8%
|
|
|
25
|
Advisor Resource Council
Dallas,
Texas
|
$2.15M
|
+$403K
|
+16,970
|
+22%
|
|
