|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$25.9M
|
+$726K
|
+15,176
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$10.8M
|
+224,902
|
+81%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$22.5M
|
+$520K
|
+10,882
|
+2%
|
|
|
4
|
|
$17.8M
|
-$1.6M
|
-33,427
|
-8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$1.55M
|
+32,426
|
+11%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$11.7M
|
+$906K
|
+18,952
|
+8%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.73M
|
+$2.03M
|
+42,349
|
+30%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$6.59M
|
-$257K
|
-5,372
|
-4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.28M
|
+$199K
|
+4,167
|
+3%
|
|
|
10
|
LVM Capital Management
Portage,
Michigan
|
$6.02M
|
+$145K
|
+3,038
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6M
|
+$5.18M
|
+108,245
|
+569%
|
|
|
12
|
Team Financial Group
Temecula,
California
|
$5.64M
|
-$867K
|
-18,118
|
-13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.04M
|
-$130K
|
-2,720
|
-2%
|
|
|
14
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4.63M
|
+$170K
|
+3,553
|
+4%
|
|
|
15
|
XML Financial
Bethesda,
Maryland
|
$3.84M
|
-$33K
|
-689
|
-0.8%
|
|
|
16
|
|
$3M
|
+$3.05M
|
+63,762
|
New
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$2.91M
|
+$2.96M
|
+61,794
|
New
|
|
|
18
|
Philip James Wealth Mangement
Milton,
Georgia
|
$2.8M
|
+$2.84M
|
+59,397
|
New
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$2.59M
|
+$783K
|
+16,381
|
+42%
|
|
|
20
|
Boston Financial Management
Boston,
Massachusetts
|
$2.15M
|
+$57.9K
|
+1,210
|
+3%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.01M
|
+$2.02M
|
+42,284
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
-$487K
|
-10,189
|
-20%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.56M
|
+$81.5K
|
+1,704
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
-$2.16M
|
-45,176
|
-59%
|
|
|
25
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.46M
|
-$8.71K
|
-182
|
-0.6%
|
|
