|
1
|
Insight Wealth Partners
Plano,
Texas
|
$13.4M
|
+$2.31M
|
+101,603
|
+21%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.7M
|
+$764K
|
+33,541
|
+7%
|
|
|
3
|
Ironwood Financial
Tucson,
Arizona
|
$9.72M
|
+$1.32M
|
+57,881
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.99M
|
+$2.54M
|
+111,562
|
+40%
|
|
|
5
|
|
$8.33M
|
+$862K
|
+37,841
|
+12%
|
|
|
6
|
SFE Investment Counsel
Los Angeles,
California
|
$6.84M
|
+$817K
|
+35,854
|
+14%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.72M
|
-$70.3K
|
-3,089
|
-1%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$6.3M
|
+$351K
|
+15,392
|
+6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.83M
|
+$5.6M
|
+245,941
|
+2,761%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.54M
|
+$341K
|
+14,973
|
+7%
|
|
|
11
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$4.9M
|
+$115K
|
+5,064
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.76M
|
+$309K
|
+13,548
|
+7%
|
|
|
13
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.75M
|
+$4.39M
|
+192,627
|
+1,276%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$3.61M
|
+$611K
|
+26,815
|
+20%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$3.35M
|
+$8.61K
|
+378
|
+0.3%
|
|
|
16
|
Camelot Portfolios
Maumee,
Ohio
|
$2.84M
|
+$430K
|
+18,870
|
+18%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.79M
|
-$23.1K
|
-1,013
|
-0.8%
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$2.71M
|
+$764K
|
+33,542
|
+39%
|
|
|
19
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.71M
|
+$98K
|
+4,301
|
+4%
|
|
|
20
|
Denver Wealth Management
Denver,
Colorado
|
$2.29M
|
+$492K
|
+21,582
|
+27%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.12M
|
+$536K
|
+23,539
|
+34%
|
|
|
22
|
Banta Asset Management
Newport Beach,
California
|
$2.11M
|
+$6.83K
|
+300
|
+0.3%
|
|
|
23
|
Sound Stewardship
Overland Park,
Kansas
|
$2.1M
|
+$55.3K
|
+2,429
|
+3%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$2M
|
+$275K
|
+12,071
|
+16%
|
|
|
25
|
|
$1.84M
|
+$1.83M
|
+80,451
|
New
|
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