|
1
|
Insight Wealth Partners
Plano,
Texas
|
$13.4M
|
-$179K
|
-7,856
|
-1%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$13.2M
|
+$852K
|
+37,350
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$4.86M
|
+213,026
|
+77%
|
|
|
4
|
Ironwood Financial
Tucson,
Arizona
|
$10.6M
|
+$307K
|
+13,463
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.84M
|
+$2.02M
|
+88,574
|
+26%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$7.59M
|
+$708K
|
+31,026
|
+10%
|
|
|
7
|
|
$6.91M
|
+$579K
|
+25,384
|
+9%
|
|
|
8
|
SFE Investment Counsel
Los Angeles,
California
|
$6.84M
|
+$60.8K
|
+2,663
|
+0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.41M
|
+$221K
|
+9,683
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.24M
|
+$288K
|
+12,632
|
+5%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.19M
|
-$110K
|
-4,813
|
-2%
|
|
|
12
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$5.77M
|
+$586K
|
+25,660
|
+11%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$5.32M
|
+$356K
|
+15,593
|
+7%
|
|
|
14
|
|
$4.88M
|
-$498K
|
-21,836
|
-9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.77M
|
+$2.26M
|
+99,192
|
+89%
|
|
|
16
|
Banta Asset Management
Newport Beach,
California
|
$4.27M
|
+$801K
|
+35,085
|
+23%
|
|
|
17
|
Advisory Alpha
Holland,
Michigan
|
$4.15M
|
+$438K
|
+19,206
|
+12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.03M
|
+$1.39M
|
+60,727
|
+52%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$3.35M
|
-$175K
|
-7,656
|
-5%
|
|
|
20
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$3.11M
|
-$1.81M
|
-79,186
|
-37%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.95M
|
+$1.2M
|
+52,662
|
+68%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.95M
|
+$1.2M
|
+52,662
|
+68%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.83M
|
+$226K
|
+9,906
|
+9%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$2.69M
|
+$55.6K
|
+2,436
|
+2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
+$1.74M
|
+76,041
|
+301%
|
|
