|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$85.3M
|
+$20.1M
|
+396,575
|
+31%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$34.1M
|
+$6.12M
|
+120,503
|
+22%
|
|
|
3
|
Insight Wealth Strategies
San Ramon,
California
|
$28.1M
|
+$14.3M
|
+281,911
|
+102%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.2M
|
+$2.85M
|
+56,157
|
+23%
|
|
|
5
|
Castle Wealth Management
West Palm Beach,
Florida
|
$13.5M
|
+$19.7K
|
+388
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$2.9M
|
+57,159
|
+29%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$12.2M
|
+$4.11M
|
+80,992
|
+50%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
-$91.4K
|
-1,800
|
-0.8%
|
|
|
9
|
My Personal CFO LLC
Vancouver,
Washington
|
$9.23M
|
+$611K
|
+12,041
|
+7%
|
|
|
10
|
SteelPeak Wealth
Woodland Hills,
California
|
$8.89M
|
-$829K
|
-16,337
|
-8%
|
|
|
11
|
|
$8.75M
|
-$3.38M
|
-66,676
|
-28%
|
|
|
12
|
Strategic Financial Concepts
San Antonio,
Texas
|
$8.49M
|
+$1.26M
|
+24,856
|
+17%
|
|
|
13
|
Nestegg Advisors
Hauppauge,
New York
|
$8.27M
|
+$7.57M
|
+149,221
|
+1,009%
|
|
|
14
|
Matrix Trust Company
Denver,
Colorado
|
$8.07M
|
+$8.12M
|
+160,001
|
New
|
|
|
15
|
Flavin Financial Services
Melbourne,
Florida
|
$7.85M
|
+$1.03M
|
+20,361
|
+15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.39M
|
+$2.2M
|
+43,257
|
+42%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$7.33M
|
+$2.71M
|
+53,407
|
+58%
|
|
|
18
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$7.05M
|
+$1.39M
|
+27,303
|
+24%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.76M
|
+$1.01M
|
+19,809
|
+17%
|
|
|
20
|
4J Wealth Management
Alexandria,
Virginia
|
$6.66M
|
-$468K
|
-9,228
|
-7%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.92M
|
+$2.34M
|
+46,095
|
+65%
|
|
|
22
|
Aviso Wealth Management
Bellevue,
Washington
|
$5.35M
|
+$512K
|
+10,090
|
+11%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$5.03M
|
+$1.13M
|
+22,289
|
+29%
|
|
|
24
|
Retirement Management Systems
Leonardtown,
Maryland
|
$4.94M
|
+$386K
|
+7,607
|
+8%
|
|
|
25
|
Verus Capital Partners
Scottsdale,
Arizona
|
$4.92M
|
+$4.95M
|
+97,519
|
New
|
|
