|
1
|
|
$42.6M
|
+$20.9M
|
+519,666
|
+96%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$36.7M
|
+$2.12M
|
+52,718
|
+6%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.8M
|
+$3.05M
|
+75,906
|
+11%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$28.7M
|
+$9.52M
|
+236,662
|
+50%
|
|
|
5
|
David Kennon
Sarasota,
Florida
|
$22.3M
|
+$102K
|
+2,541
|
+0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$41K
|
+1,020
|
+0.2%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$21.6M
|
+$13.3M
|
+331,232
|
+162%
|
|
|
8
|
Continuum Advisory
Eagle,
Idaho
|
$19.3M
|
+$1.93M
|
+47,947
|
+11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$6.57M
|
+163,339
|
+52%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4M
|
-$472K
|
-11,736
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$12.1M
|
+300,288
|
+332%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$2.41M
|
+60,018
|
+20%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$13.5M
|
+$3.79M
|
+94,364
|
+39%
|
|
|
14
|
WT Wealth Management
Scottsdale,
Arizona
|
$11.6M
|
+$9.97M
|
+247,838
|
+598%
|
|
|
15
|
|
$8.75M
|
+$47.5K
|
+1,181
|
+0.5%
|
|
|
16
|
Everhart Financial Group
Dublin,
Ohio
|
$8.63M
|
+$894K
|
+22,242
|
+12%
|
|
|
17
|
Auour Investments
Woburn,
Massachusetts
|
$4.75M
|
+$4.75M
|
+118,126
|
New
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.66M
|
-$1.14M
|
-28,229
|
-20%
|
|
|
19
|
Naples Global Advisors
Naples,
Florida
|
$4.64M
|
-$54.3K
|
-1,350
|
-1%
|
|
|
20
|
PVG Asset Management
Golden,
Colorado
|
$4.2M
|
-$1.6M
|
-39,865
|
-28%
|
|
|
21
|
|
$4.17M
|
+$2.27M
|
+56,471
|
+120%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
-$254K
|
-6,307
|
-6%
|
|
|
23
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.45M
|
+$78.7K
|
+1,958
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$3.09M
|
+$47K
|
+1,169
|
+2%
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$3.06M
|
+$344K
|
+8,550
|
+13%
|
|
