|
1
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$2.29M
|
-100,705
|
-14%
|
|
|
2
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$13.3M
|
+$1.86M
|
+81,828
|
+15%
|
|
|
3
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$11.2M
|
-$1.04M
|
-45,766
|
-8%
|
|
|
4
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$7.26M
|
+$136K
|
+6,004
|
+2%
|
|
|
5
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.3M
|
+$888K
|
+39,057
|
+24%
|
|
|
6
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.68M
|
+$2.27M
|
+99,638
|
+135%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$2.71M
|
-$465K
|
-20,473
|
-14%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.54M
|
-$1.84M
|
-81,118
|
-41%
|
|
|
9
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.45M
|
+$1.5M
|
+66,189
|
+140%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$2.12M
|
-$10.6K
|
-467
|
-0.5%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.79M
|
-$40.5K
|
-1,783
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
+$1.11M
|
+48,677
|
+149%
|
|
|
13
|
Advisor Resource Council
Dallas,
Texas
|
$1.13M
|
+$1.19M
|
+52,153
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
+$733K
|
+32,243
|
+206%
|
|
|
15
|
SeaCrest Wealth Management
Purchase,
New York
|
$985K
|
+$227K
|
+9,968
|
+28%
|
|
|
16
|
|
$917K
|
+$964K
|
+42,417
|
New
|
|
|
17
|
Operose Advisors
Milwaukee,
Wisconsin
|
$794K
|
+$835K
|
+36,725
|
New
|
|
|
18
|
Elyxium Wealth
San Mateo,
California
|
$694K
|
+$145K
|
+6,356
|
+25%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$614K
|
+$311K
|
+13,683
|
+93%
|
|
|
20
|
Insight Wealth Strategies
San Ramon,
California
|
$581K
|
–
|
–
|
–
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$532K
|
-$1.21M
|
-53,010
|
-68%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$489K
|
+$304K
|
+13,370
|
+145%
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$432K
|
-$454K
|
-19,991
|
-50%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$410K
|
-$95K
|
-4,178
|
-18%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$403K
|
+$136K
|
+5,970
|
+47%
|
|
