|
1
|
AJ Wealth Strategies
New York
|
$25.9M
|
+$22.9M
|
+994,191
|
+765%
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$21.5M
|
+$935K
|
+40,520
|
+5%
|
|
|
3
|
Gill Capital Partners
Denver,
Colorado
|
$19.7M
|
-$1.21M
|
-52,594
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
-$15.5M
|
-670,430
|
-44%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$5.62M
|
-243,326
|
-23%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
-$32.2K
|
-1,395
|
-0.2%
|
|
|
7
|
|
$14.9M
|
-$7.97M
|
-345,171
|
-35%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$13.8M
|
-$386K
|
-16,736
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
-$4.06M
|
-175,854
|
-23%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
-$648K
|
-28,066
|
-5%
|
|
|
12
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$10.8M
|
+$9.33M
|
+404,367
|
+636%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.18M
|
-$1.2M
|
-51,980
|
-13%
|
|
|
14
|
|
$7.97M
|
-$4.26M
|
-184,441
|
-35%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.96M
|
+$1.99M
|
+86,126
|
+33%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$7.78M
|
+$7.79M
|
+337,380
|
New
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.96M
|
-$706K
|
-30,604
|
-9%
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$6.34M
|
+$454K
|
+19,695
|
+8%
|
|
|
19
|
SFE Investment Counsel
Los Angeles,
California
|
$5.83M
|
-$287K
|
-12,423
|
-5%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.81M
|
-$143K
|
-6,187
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.6M
|
-$1.7M
|
-73,584
|
-23%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$5.18M
|
-$11.1M
|
-482,611
|
-68%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$4.95M
|
+$4.95M
|
+214,675
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$4.94M
|
-$43K
|
-1,865
|
-0.9%
|
|
|
25
|
Collective Family Office
York,
Pennsylvania
|
$4.07M
|
-$1.57M
|
-67,890
|
-28%
|
|
