|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$29.6M
|
+$16M
|
+439,580
|
+122%
|
|
|
2
|
|
$27.4M
|
+$8.02M
|
+220,840
|
+43%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$1.31M
|
+36,162
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13M
|
+$740K
|
+20,353
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$1.04M
|
+28,535
|
+10%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.93M
|
+$7.78M
|
+213,984
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
-$293K
|
-8,070
|
-5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.14M
|
+$655K
|
+18,017
|
+19%
|
|
|
9
|
Gimbal Financial
Carmel,
Indiana
|
$3.98M
|
+$3.9M
|
+107,374
|
New
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.34M
|
+$243K
|
+6,684
|
+8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.11M
|
+$290K
|
+7,982
|
+10%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.95M
|
-$323K
|
-8,897
|
-10%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$2.59M
|
+$690K
|
+18,979
|
+37%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2.57M
|
+$2.52M
|
+69,291
|
New
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$2.41M
|
+$2.36M
|
+64,926
|
New
|
|
|
16
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$2.25M
|
-$22.6K
|
-623
|
-1%
|
|
|
17
|
Plan A Wealth
Lincoln,
Nebraska
|
$2.19M
|
+$2.14M
|
+59,016
|
New
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.92M
|
+$1.89M
|
+51,894
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.88M
|
+$42K
|
+1,155
|
+2%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.83M
|
+$221K
|
+6,092
|
+14%
|
|
|
21
|
|
$1.83M
|
-$636K
|
-17,498
|
-26%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
+$110K
|
+3,034
|
+7%
|
|
|
23
|
Intrua Financial
Houston,
Texas
|
$1.49M
|
+$105K
|
+2,878
|
+8%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.48M
|
+$556K
|
+15,289
|
+62%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$1.45M
|
+$8.32K
|
+229
|
+0.6%
|
|
