|
1
|
Insight Wealth Strategies
San Ramon,
California
|
$24.9M
|
+$1.35M
|
+26,309
|
+6%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$17.9M
|
+$4.54M
|
+88,298
|
+34%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
-$153K
|
-2,965
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$3.81M
|
+74,120
|
+36%
|
|
|
5
|
Castle Wealth Management
West Palm Beach,
Florida
|
$13.1M
|
+$456K
|
+8,865
|
+4%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.3M
|
+$2.27M
|
+44,208
|
+25%
|
|
|
7
|
SteelPeak Wealth
Woodland Hills,
California
|
$10.2M
|
-$300K
|
-5,824
|
-3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$9.87M
|
-$2.23M
|
-43,259
|
-18%
|
|
|
9
|
My Personal CFO LLC
Vancouver,
Washington
|
$7.71M
|
+$7.72M
|
+149,999
|
New
|
|
|
10
|
4J Wealth Management
Alexandria,
Virginia
|
$7.67M
|
-$2.55M
|
-49,626
|
-25%
|
|
|
11
|
Flavin Financial Services
Melbourne,
Florida
|
$6.64M
|
+$533K
|
+10,368
|
+9%
|
|
|
12
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$5.62M
|
+$5.62M
|
+109,342
|
New
|
|
|
13
|
Verus Capital Partners
Scottsdale,
Arizona
|
$5.01M
|
+$5.01M
|
+97,493
|
New
|
|
|
14
|
Aviso Wealth Management
Bellevue,
Washington
|
$4.93M
|
+$623K
|
+12,120
|
+14%
|
|
|
15
|
Turning Point Benefit Group
Frederick,
Maryland
|
$4.57M
|
+$1.33M
|
+25,863
|
+41%
|
|
|
16
|
Retirement Management Systems
Leonardtown,
Maryland
|
$4.48M
|
+$4.49M
|
+87,217
|
New
|
|
|
17
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$3.64M
|
+$3.64M
|
+70,821
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.94M
|
+$1.38M
|
+26,743
|
+88%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.72M
|
+$819K
|
+15,924
|
+43%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
+$35.5K
|
+690
|
+1%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.48M
|
+$279K
|
+5,432
|
+13%
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$2.09M
|
-$38.1K
|
-741
|
-2%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$2.08M
|
+$326K
|
+6,333
|
+19%
|
|
|
24
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$2.01M
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.99M
|
+$1.99M
|
+38,751
|
New
|
|
