|
1
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$233M
|
+$254M
|
+6,786,173
|
+115,098%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$186M
|
-$2.72M
|
-72,695
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$4.05M
|
+108,232
|
+23%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.6M
|
+$5.7M
|
+152,241
|
+42%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$12.7M
|
-$3.4K
|
-91
|
-0%
|
|
|
6
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$3.46M
|
+$3.77M
|
+100,781
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.29M
|
-$133K
|
-3,558
|
-5%
|
|
|
8
|
KWB Wealth
Redlands,
California
|
$1M
|
+$593K
|
+15,845
|
+150%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$890K
|
+$971K
|
+25,962
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$775K
|
+$845K
|
+22,583
|
New
|
|
|
11
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$670K
|
-$18.1K
|
-485
|
-2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$594K
|
+$648K
|
+17,313
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$534K
|
+$280K
|
+7,477
|
+92%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$424K
|
+$148K
|
+3,969
|
+47%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$378K
|
+$412K
|
+11,012
|
New
|
|
|
16
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$246K
|
+$269K
|
+7,180
|
New
|
|
|
17
|
|
$242K
|
+$264K
|
+7,055
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$148K
|
+$30.3K
|
+811
|
+23%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$144K
|
+$157K
|
+4,187
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$141K
|
+$15.4K
|
+413
|
+11%
|
|
|
21
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$37.6K
|
+$41K
|
+1,097
|
New
|
|
|
22
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$25.1K
|
-$37
|
-1
|
-0.1%
|
|
|
23
|
|
$22.2K
|
+$24.2K
|
+648
|
New
|
|
|
24
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$13.7K
|
+$3.74K
|
+100
|
+33%
|
|
|
25
|
Seamount Financial Group
Colorado Springs,
Colorado
|
–
|
-$260K
|
-6,872
|
Closed
|
|
