|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$25M
|
+$427K
|
+10,077
|
+2%
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$19.6M
|
-$2.53M
|
-59,859
|
-13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$358K
|
+8,468
|
+3%
|
|
|
4
|
|
$13M
|
+$975K
|
+23,040
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$2.81M
|
-66,490
|
-22%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$10.6M
|
+$9.35M
|
+220,970
|
+9,679%
|
|
|
7
|
Team Financial Group
Temecula,
California
|
$7.5M
|
+$206K
|
+4,869
|
+3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.28M
|
-$113K
|
-2,666
|
-2%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$6.97M
|
-$372K
|
-8,792
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.9M
|
-$661K
|
-15,610
|
-10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.44M
|
-$239K
|
-5,642
|
-5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.42M
|
-$376K
|
-8,892
|
-7%
|
|
|
13
|
LVM Capital Management
Portage,
Michigan
|
$5.18M
|
+$453K
|
+10,700
|
+11%
|
|
|
14
|
XML Financial
Bethesda,
Maryland
|
$4.18M
|
-$1.82K
|
-43
|
-0%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.06M
|
+$1.98M
|
+46,839
|
+264%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.05M
|
-$42.4K
|
-1,001
|
-2%
|
|
|
17
|
Boston Financial Management
Boston,
Massachusetts
|
$2.02M
|
-$141K
|
-3,343
|
-7%
|
|
|
18
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.62M
|
-$9.31K
|
-220
|
-0.6%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.58M
|
-$24.7K
|
-583
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.5M
|
+$924K
|
+21,828
|
+224%
|
|
|
21
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.42M
|
-$15.4K
|
-365
|
-1%
|
|
|
22
|
Precedent Wealth Partners
Houston,
Texas
|
$1.37M
|
+$1.22M
|
+28,866
|
New
|
|
|
23
|
Certuity
North Palm Beach,
Florida
|
$1.36M
|
-$304K
|
-7,190
|
-20%
|
|
|
24
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.27M
|
-$107K
|
-2,537
|
-9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.16M
|
+$37.8K
|
+892
|
+4%
|
|
