|
1
|
LPL Financial
San Diego,
California
|
$60.5M
|
+$9.26M
|
+433,899
|
+18%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$17.7M
|
+$436K
|
+20,436
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$4.37M
|
+204,785
|
+34%
|
|
|
4
|
Equitable Holdings
New York
|
$13M
|
-$203K
|
-9,491
|
-2%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.2M
|
+$3.89M
|
+182,107
|
+46%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$4.14M
|
+193,713
|
+67%
|
|
|
7
|
Leo Wealth LLC
Hurst,
Texas
|
$8.81M
|
-$58.8K
|
-2,755
|
-0.7%
|
|
|
8
|
|
$8.73M
|
+$587K
|
+27,506
|
+7%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.62M
|
+$54.7K
|
+2,563
|
+0.6%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$8.49M
|
-$1.41M
|
-65,881
|
-14%
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$8.23M
|
+$471K
|
+22,088
|
+6%
|
|
|
12
|
SFE Investment Counsel
Los Angeles,
California
|
$7.7M
|
+$86.5K
|
+4,052
|
+1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.57M
|
-$548K
|
-25,692
|
-7%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.33M
|
+$4.88M
|
+228,525
|
+191%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$6.95M
|
+$232K
|
+10,883
|
+3%
|
|
|
16
|
Stablepoint Partners
Braintree,
Massachusetts
|
$6.71M
|
+$6.81M
|
+319,190
|
New
|
|
|
17
|
Banta Asset Management
Newport Beach,
California
|
$6.7M
|
+$290K
|
+13,600
|
+4%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$4.58M
|
+$178K
|
+8,344
|
+4%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.07M
|
+$1.04M
|
+48,898
|
+33%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$3.93M
|
+$221K
|
+10,373
|
+6%
|
|
|
21
|
Howard Wealth Management
Madison,
Connecticut
|
$3.89M
|
+$277K
|
+12,967
|
+8%
|
|
|
22
|
|
$3.79M
|
-$362K
|
-16,966
|
-9%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
+$268K
|
+12,565
|
+8%
|
|
|
24
|
Oder Investment Management
Woodland Hills,
California
|
$3.06M
|
+$447K
|
+20,958
|
+17%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$2.93M
|
+$167K
|
+7,807
|
+6%
|
|
