|
1
|
Valmark Advisers
Akron,
Ohio
|
USD 260 M
|
-USD 6.1 M
|
-197,770
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
USD 43.4 M
|
+USD 35.7 M
|
+1,157,809
|
+489%
|
|
|
3
|
Ford Financial Group
Fresno,
California
|
USD 43.1 M
|
+USD 405 k
|
+13,113
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 42.8 M
|
+USD 4.49 M
|
+145,502
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
USD 41.5 M
|
+USD 10.2 M
|
+331,818
|
+33%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 40.7 M
|
-USD 172 k
|
-5,589
|
-0.4%
|
|
|
7
|
|
USD 32.9 M
|
+USD 3.75 M
|
+121,650
|
+13%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
USD 27 M
|
+USD 6.95 M
|
+225,222
|
+35%
|
|
|
9
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
USD 26.3 M
|
+USD 1.73 M
|
+56,225
|
+7%
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
USD 24.2 M
|
+USD 745 k
|
+24,156
|
+3%
|
|
|
11
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
USD 21.9 M
|
+USD 6.93 M
|
+224,611
|
+47%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
USD 19.7 M
|
+USD 19.5 M
|
+631,623
|
+81,711%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
USD 16.6 M
|
+USD 934 k
|
+30,277
|
+6%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
USD 16.2 M
|
+USD 1.3 M
|
+42,273
|
+9%
|
|
|
15
|
Kays Financial Advisory
Atlanta,
Georgia
|
USD 15.7 M
|
+USD 4.33 M
|
+140,282
|
+38%
|
|
|
16
|
Altium Wealth Management
Purchase,
New York
|
USD 14.7 M
|
+USD 6.99 M
|
+226,379
|
+93%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
USD 13.5 M
|
+USD 13.4 M
|
+434,020
|
Nuevas
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
USD 12.9 M
|
+USD 6.35 M
|
+205,665
|
+98%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 10.3 M
|
+USD 10.3 M
|
+332,411
|
Nuevas
|
|
|
20
|
Jackson Wealth Management
Lake Mary,
Florida
|
USD 10.3 M
|
+USD 74.4 k
|
+2,411
|
+0.7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 9.18 M
|
-USD 319 k
|
-10,339
|
-3%
|
|
|
22
|
Winch Advisory Services
Appleton,
Wisconsin
|
USD 9.05 M
|
+USD 4.73 M
|
+153,224
|
+111%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
USD 8.97 M
|
-USD 1.54 M
|
-50,063
|
-15%
|
|
|
24
|
First National Trust
Hermitage,
Pennsylvania
|
USD 8.59 M
|
+USD 2.61 M
|
+84,647
|
+44%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
USD 8.21 M
|
+USD 20.6 k
|
+669
|
+0.3%
|
|
