|
1
|
|
$55.4M
|
+$87.3K
|
+1,595
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$42.7M
|
+$315K
|
+5,747
|
+0.7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.9M
|
+$2.25M
|
+41,128
|
+11%
|
|
|
4
|
LRI Investments
Palm Beach Gardens,
Florida
|
$21.3M
|
-$107K
|
-1,960
|
-0.5%
|
|
|
5
|
Legacy Financial Advisors
Covington,
Kentucky
|
$20.2M
|
-$1.14M
|
-20,736
|
-5%
|
|
|
6
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19.6M
|
-$4M
|
-73,111
|
-17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$566K
|
+10,342
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
+$545K
|
+9,963
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$13.7M
|
+250,368
|
New
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$6.7M
|
+$187K
|
+3,415
|
+3%
|
|
|
11
|
|
$6.47M
|
-$42.6K
|
-778
|
-0.6%
|
|
|
12
|
Flow Traders U.S.
New York
|
$4.63M
|
+$2.78M
|
+50,856
|
+144%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$4.45M
|
-$527K
|
-9,630
|
-10%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.39M
|
-$117K
|
-2,143
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.32M
|
-$155K
|
-2,827
|
-3%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.26M
|
-$1.15K
|
-21
|
-0%
|
|
|
17
|
|
$3.89M
|
-$444K
|
-8,108
|
-10%
|
|
|
18
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.49M
|
-$213K
|
-3,891
|
-6%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.24M
|
-$342K
|
-6,250
|
-9%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.18M
|
+$52.3K
|
+955
|
+2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.95M
|
+$146K
|
+2,658
|
+5%
|
|
|
22
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.67M
|
+$100K
|
+1,834
|
+4%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$2.64M
|
-$51.2K
|
-936
|
-2%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.64M
|
-$964K
|
-17,605
|
-26%
|
|
|
25
|
Brightwater Advisory
Tampa,
Florida
|
$2.44M
|
-$932K
|
-17,026
|
-27%
|
|
