|
1
|
Berman McAleer
Timonium,
Maryland
|
$66.8M
|
+$64.9M
|
+2,174,902
|
New
|
|
|
2
|
Kestra Private Wealth Services
Austin,
Texas
|
$28.3M
|
+$792K
|
+26,551
|
+3%
|
|
|
3
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$26M
|
+$901K
|
+30,190
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$781K
|
+26,190
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$207K
|
-6,939
|
-2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.5M
|
+$2.56M
|
+85,813
|
+24%
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.6M
|
+$785K
|
+26,315
|
+7%
|
|
|
8
|
Encompass More Asset Management
Danville,
California
|
$11.6M
|
+$3.19M
|
+107,044
|
+40%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$81.5K
|
-2,731
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$918K
|
-30,783
|
-8%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.3M
|
+$111K
|
+3,737
|
+1%
|
|
|
12
|
Partners Wealth Management
Carmel By The Sea,
California
|
$7M
|
+$1.34M
|
+45,034
|
+25%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.92M
|
-$790K
|
-26,466
|
-10%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.68M
|
+$46.7K
|
+1,566
|
+0.9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.35M
|
-$116K
|
-3,878
|
-2%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$3.74M
|
+$23.8K
|
+799
|
+0.7%
|
|
|
17
|
Prosperity Financial Group
San Ramon,
California
|
$3.57M
|
+$172K
|
+5,781
|
+5%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
$1.88M
|
+$1.83M
|
+61,190
|
New
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.73M
|
+$104K
|
+3,498
|
+7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$1.65M
|
+$1.61M
|
+53,846
|
+107,692%
|
|
|
21
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.33M
|
+$29.9K
|
+1,002
|
+2%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.13M
|
-$31.9M
|
-1,069,810
|
-97%
|
|
|
23
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.12M
|
-$13.3K
|
-445
|
-1%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$821K
|
+$798K
|
+26,737
|
New
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$768K
|
–
|
–
|
–
|
|
