|
1
|
Victory Capital Management
San Antonio,
Texas
|
$280M
|
+$6.07M
|
+120,000
|
+2%
|
|
|
2
|
|
$150M
|
+$21.9M
|
+432,457
|
+17%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$149M
|
+$5.92M
|
+116,973
|
+4%
|
|
|
4
|
Go Invest LLC
West Jordan,
Utah
|
$119M
|
+$15.6M
|
+307,406
|
+15%
|
|
|
5
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$90.4M
|
+$27.2M
|
+537,159
|
+43%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$88.1M
|
+$10.5M
|
+208,526
|
+14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$80.7M
|
-$656K
|
-12,964
|
-0.8%
|
|
|
8
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$46.9M
|
+$2.32M
|
+45,870
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$45.6M
|
+$34.8M
|
+688,807
|
+325%
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$40M
|
+$2.9M
|
+57,397
|
+8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$35.4M
|
+$11M
|
+217,297
|
+45%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$29.7M
|
+$6.21M
|
+122,833
|
+26%
|
|
|
13
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$29.3M
|
+$954K
|
+18,848
|
+3%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$27.9M
|
+$1.27M
|
+25,013
|
+5%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.2M
|
+$5.41K
|
+107
|
+0%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$24M
|
+$1.18M
|
+23,395
|
+5%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.5M
|
+$10.1M
|
+200,330
|
+76%
|
|
|
18
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$21.4M
|
+$1.63M
|
+32,214
|
+8%
|
|
|
19
|
|
$19.2M
|
+$356K
|
+7,028
|
+2%
|
|
|
20
|
Winter & Associates
St. Paul,
Minnesota
|
$18M
|
+$7.95M
|
+157,162
|
+79%
|
|
|
21
|
ERn Financial LLC
Middleton,
Wisconsin
|
$17.7M
|
+$786K
|
+15,534
|
+5%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$17.4M
|
+$1.79M
|
+35,415
|
+12%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$17.2M
|
+$7.46M
|
+147,446
|
+76%
|
|
|
24
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$15.3M
|
+$492K
|
+9,730
|
+3%
|
|
|
25
|
StoryOne LLC
Overland Park,
Kansas
|
$14.1M
|
+$14M
|
+277,676
|
New
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