|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$21.6M
|
+$514K
|
+12,589
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$534K
|
-13,090
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$2.38M
|
+58,270
|
+29%
|
|
|
4
|
|
$8.37M
|
+$935K
|
+22,908
|
+13%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$7.31M
|
-$601K
|
-14,731
|
-8%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.7M
|
-$13.8K
|
-338
|
-0.2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.97M
|
+$58K
|
+1,422
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.38M
|
+$107K
|
+2,623
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.27M
|
+$240K
|
+5,878
|
+5%
|
|
|
10
|
LVM Capital Management
Portage,
Michigan
|
$3.9M
|
+$209K
|
+5,110
|
+6%
|
|
|
11
|
XML Financial
Bethesda,
Maryland
|
$2.95M
|
+$79.3K
|
+1,942
|
+3%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$1.95M
|
+$15.6K
|
+382
|
+0.8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
+$2.69K
|
+66
|
+0.2%
|
|
|
14
|
Certuity
North Palm Beach,
Florida
|
$1.73M
|
-$275K
|
-6,734
|
-14%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.52M
|
+$1.46M
|
+35,721
|
New
|
|
|
16
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.51M
|
+$46.3K
|
+1,135
|
+3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.48M
|
+$174K
|
+4,263
|
+14%
|
|
|
18
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.32M
|
+$122K
|
+2,984
|
+11%
|
|
|
19
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.31M
|
+$97.6K
|
+2,392
|
+8%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$1.06M
|
-$96.3K
|
-2,360
|
-9%
|
|
|
21
|
Waverton Investment Management
London,
United Kingdom
|
$976K
|
-$18.4K
|
-450
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$971K
|
-$55.3K
|
-1,356
|
-6%
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
$846K
|
-$10.1K
|
-248
|
-1%
|
|
|
24
|
Well Done LLC
Holland,
Michigan
|
$790K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$696K
|
-$33.7K
|
-825
|
-5%
|
|
