|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$26.6M
|
+$422K
|
+8,975
|
+2%
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$23.2M
|
+$2.49M
|
+52,958
|
+13%
|
|
|
3
|
|
$20.4M
|
+$6.43M
|
+136,863
|
+50%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
-$27.4K
|
-583
|
-0.2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$1.73M
|
+36,763
|
+15%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$11.4M
|
+$293K
|
+6,230
|
+3%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$7.21M
|
-$82.1K
|
-1,746
|
-1%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.09M
|
-$123K
|
-2,612
|
-2%
|
|
|
9
|
Team Financial Group
Temecula,
California
|
$6.85M
|
-$943K
|
-20,060
|
-13%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.41M
|
-$1.14M
|
-24,312
|
-16%
|
|
|
11
|
LVM Capital Management
Portage,
Michigan
|
$6.19M
|
+$726K
|
+15,440
|
+14%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.45M
|
-$214K
|
-4,550
|
-4%
|
|
|
13
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4.7M
|
+$4.45M
|
+94,726
|
New
|
|
|
14
|
XML Financial
Bethesda,
Maryland
|
$4.08M
|
-$280K
|
-5,946
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$2.47M
|
+52,622
|
+214%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.41M
|
+$197K
|
+4,198
|
+7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.48M
|
+$315K
|
+6,696
|
+15%
|
|
|
18
|
Boston Financial Management
Boston,
Massachusetts
|
$2.21M
|
+$85.3K
|
+1,815
|
+4%
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$1.91M
|
+$1.81M
|
+38,549
|
New
|
|
|
20
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.67M
|
+$54.9K
|
+1,168
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.56M
|
-$3.91M
|
-83,093
|
-73%
|
|
|
22
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.54M
|
+$54.1K
|
+1,150
|
+4%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$1.47M
|
+$30.8K
|
+656
|
+2%
|
|
|
24
|
Certuity
North Palm Beach,
Florida
|
$1.42M
|
-$1.32K
|
-28
|
-0.1%
|
|
|
25
|
|
$1.06M
|
+$368K
|
+7,818
|
+58%
|
|
