|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$65.2M
|
+$66M
|
+1,294,767
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$28M
|
+$10.5M
|
+206,291
|
+59%
|
|
|
3
|
Insight Wealth Strategies
San Ramon,
California
|
$13.9M
|
-$10.6M
|
-207,748
|
-43%
|
|
|
4
|
Castle Wealth Management
West Palm Beach,
Florida
|
$13.4M
|
+$599K
|
+11,748
|
+5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.3M
|
+$1.28M
|
+25,100
|
+11%
|
|
|
6
|
|
$12.1M
|
+$12.2M
|
+240,163
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$9.58M
|
+188,074
|
+661%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$9.83M
|
-$4.29M
|
-84,141
|
-30%
|
|
|
9
|
SteelPeak Wealth
Woodland Hills,
California
|
$9.7M
|
-$280K
|
-5,497
|
-3%
|
|
|
10
|
My Personal CFO LLC
Vancouver,
Washington
|
$8.62M
|
+$1.08M
|
+21,152
|
+14%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$8.15M
|
-$1.54M
|
-30,194
|
-16%
|
|
|
12
|
Strategic Financial Concepts
San Antonio,
Texas
|
$7.27M
|
+$7.31M
|
+143,547
|
New
|
|
|
13
|
4J Wealth Management
Alexandria,
Virginia
|
$7.12M
|
-$400K
|
-7,855
|
-5%
|
|
|
14
|
Flavin Financial Services
Melbourne,
Florida
|
$6.82M
|
+$318K
|
+6,251
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.76M
|
-$8.87M
|
-174,063
|
-60%
|
|
|
16
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$5.67M
|
+$163K
|
+3,200
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.2M
|
+$2.34M
|
+45,995
|
+80%
|
|
|
18
|
Aviso Wealth Management
Bellevue,
Washington
|
$4.84M
|
+$11.5K
|
+225
|
+0.2%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$4.63M
|
+$4.68M
|
+91,933
|
New
|
|
|
20
|
Retirement Management Systems
Leonardtown,
Maryland
|
$4.56M
|
+$166K
|
+3,264
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.98M
|
+$1.52M
|
+29,783
|
+61%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$3.9M
|
+$1.89M
|
+37,002
|
+91%
|
|
|
23
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$3.78M
|
+$214K
|
+4,191
|
+6%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.57M
|
+$921K
|
+18,081
|
+34%
|
|
|
25
|
Advyzon Investment Management
Lisle,
Illinois
|
$3.2M
|
+$3.23M
|
+63,455
|
New
|
|
