|
1
|
Insight Wealth Partners
Plano,
Texas
|
$13.7M
|
+$366K
|
+16,118
|
+3%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.4M
|
+$754K
|
+33,179
|
+6%
|
|
|
3
|
Ironwood Financial
Tucson,
Arizona
|
$10.4M
|
+$710K
|
+31,248
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.9M
|
-$1.06M
|
-46,811
|
-12%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$6.94M
|
+$648K
|
+28,535
|
+10%
|
|
|
6
|
SFE Investment Counsel
Los Angeles,
California
|
$6.83M
|
-$40.1K
|
-1,767
|
-0.6%
|
|
|
7
|
|
$6.39M
|
-$1.91M
|
-84,216
|
-23%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.35M
|
-$346K
|
-15,239
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.32M
|
+$792K
|
+34,856
|
+14%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.24M
|
+$1.49M
|
+65,590
|
+32%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6M
|
+$190K
|
+8,351
|
+3%
|
|
|
12
|
|
$5.42M
|
+$4.72M
|
+207,883
|
+697%
|
|
|
13
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$5.23M
|
+$339K
|
+14,921
|
+7%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$5.09M
|
+$4.24M
|
+186,472
|
+508%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$5.01M
|
+$3M
|
+132,238
|
+151%
|
|
|
16
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.94M
|
+$202K
|
+8,875
|
+4%
|
|
|
17
|
Advisory Alpha
Holland,
Michigan
|
$3.74M
|
+$402K
|
+17,703
|
+12%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$3.55M
|
-$46.1K
|
-2,030
|
-1%
|
|
|
19
|
Banta Asset Management
Newport Beach,
California
|
$3.5M
|
+$1.41M
|
+62,125
|
+68%
|
|
|
20
|
Camelot Portfolios
Maumee,
Ohio
|
$2.86M
|
+$26.7K
|
+1,176
|
+0.9%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.67M
|
+$1.35M
|
+59,635
|
+104%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$2.65M
|
-$54.9K
|
-2,417
|
-2%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.63M
|
-$71.2K
|
-3,136
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$774K
|
+34,070
|
+44%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.54M
|
-$235K
|
-10,332
|
-8%
|
|
