|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$20.6M
|
+$266K
|
+6,155
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$102K
|
+2,350
|
+0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.46M
|
+$1.6M
|
+37,037
|
+22%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$7.77M
|
-$173K
|
-3,996
|
-2%
|
|
|
5
|
|
$7.25M
|
+$705K
|
+16,303
|
+10%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.58M
|
+$99.8K
|
+2,307
|
+1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.74M
|
+$616K
|
+14,256
|
+11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.16M
|
-$1.84M
|
-42,497
|
-25%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.92M
|
+$201K
|
+4,644
|
+4%
|
|
|
10
|
LVM Capital Management
Portage,
Michigan
|
$3.6M
|
+$645K
|
+14,920
|
+21%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$2.81M
|
+$332K
|
+7,682
|
+13%
|
|
|
12
|
Certuity
North Palm Beach,
Florida
|
$1.98M
|
+$129K
|
+2,994
|
+7%
|
|
|
13
|
Boston Financial Management
Boston,
Massachusetts
|
$1.9M
|
+$105K
|
+2,423
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
+$152K
|
+3,517
|
+9%
|
|
|
15
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.43M
|
+$62.5K
|
+1,446
|
+4%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$703K
|
+16,258
|
+113%
|
|
|
17
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.18M
|
-$36.6K
|
-846
|
-3%
|
|
|
18
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.17M
|
+$175K
|
+4,052
|
+17%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$1.14M
|
-$1.03M
|
-23,934
|
-47%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
-$56.2K
|
-1,299
|
-5%
|
|
|
21
|
Waverton Investment Management
London,
United Kingdom
|
$982K
|
–
|
–
|
–
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$839K
|
-$73.8K
|
-1,706
|
-8%
|
|
|
23
|
Well Done LLC
Holland,
Michigan
|
$774K
|
+$36.7K
|
+849
|
+5%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$716K
|
-$6.44K
|
-149
|
-0.9%
|
|
|
25
|
|
$713K
|
+$159K
|
+3,683
|
+27%
|
|
