|
1
|
LPL Financial
San Diego,
California
|
$45.7M
|
+$4.01M
|
+174,144
|
+9%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$22.8M
|
-$97.9K
|
-4,253
|
-0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$142K
|
+6,167
|
+0.7%
|
|
|
4
|
KWB Wealth
Redlands,
California
|
$15.5M
|
+$191K
|
+8,297
|
+1%
|
|
|
5
|
|
$15.2M
|
+$16M
|
+696,214
|
New
|
|
|
6
|
SAM Advisors
Oakhurst,
California
|
$14.3M
|
+$15.1M
|
+654,639
|
New
|
|
|
7
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.9M
|
+$1.24M
|
+54,002
|
+11%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.8M
|
-$12.6M
|
-546,328
|
-50%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.3M
|
+$566K
|
+24,610
|
+5%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.5M
|
+$11M
|
+479,611
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$9.91M
|
+$8.11M
|
+352,578
|
+348%
|
|
|
12
|
|
$6.34M
|
-$6.23M
|
-270,557
|
-48%
|
|
|
13
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$6.3M
|
+$15.6K
|
+676
|
+0.2%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.89M
|
+$388K
|
+16,881
|
+7%
|
|
|
15
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$5.82M
|
+$6.14M
|
+266,724
|
New
|
|
|
16
|
Peterson Wealth Advisors
Orem,
Utah
|
$5.53M
|
-$467K
|
-20,276
|
-7%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$5.45M
|
-$99.3K
|
-4,314
|
-2%
|
|
|
18
|
Flow Traders U.S.
New York
|
$5.09M
|
+$3.33M
|
+144,618
|
+163%
|
|
|
19
|
ProVise Management Group
Clearwater,
Florida
|
$4.91M
|
+$557K
|
+24,191
|
+12%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.81M
|
+$2.62M
|
+114,017
|
+107%
|
|
|
21
|
Aire Advisors
Beverly Hills,
California
|
$4.79M
|
+$474K
|
+20,606
|
+10%
|
|
|
22
|
Strategic Financial Planning
Plano,
Texas
|
$4.61M
|
+$80.2K
|
+3,483
|
+2%
|
|
|
23
|
Horizon Investment Services
Hammond,
Indiana
|
$4.18M
|
-$279K
|
-12,128
|
-6%
|
|
|
24
|
Equitable Holdings
New York
|
$3.48M
|
+$208K
|
+9,025
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.33M
|
-$87.7K
|
-3,813
|
-2%
|
|
