|
1
|
|
$24.5M
|
+$24.6M
|
+249,000
|
New
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$19.5M
|
-$1.46M
|
-14,748
|
-7%
|
|
|
3
|
|
$13.4M
|
+$1.98M
|
+20,034
|
+17%
|
|
|
4
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.44M
|
-$1.47M
|
-14,903
|
-13%
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.12M
|
+$5.81M
|
+58,829
|
+250%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.61M
|
+$400K
|
+4,051
|
+6%
|
|
|
7
|
Clarity Asset Management
Ames,
Iowa
|
$6.02M
|
+$167K
|
+1,692
|
+3%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$4.68M
|
+$276K
|
+2,801
|
+6%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.37M
|
+$259K
|
+2,629
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.22M
|
+$519K
|
+5,254
|
+14%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.93M
|
+$16.3K
|
+165
|
+0.4%
|
|
|
12
|
|
$3.58M
|
-$49.3K
|
-500
|
-1%
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.2M
|
-$1.04M
|
-10,500
|
-24%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.41M
|
+$15.4K
|
+156
|
+0.6%
|
|
|
15
|
|
$2.11M
|
+$2.12M
|
+21,453
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
-$41.8K
|
-424
|
-2%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.94M
|
+$2M
|
+20,312
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
+$266K
|
+2,700
|
+17%
|
|
|
19
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.56M
|
+$33.9K
|
+343
|
+2%
|
|
|
20
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.44M
|
-$159K
|
-1,611
|
-10%
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.33M
|
-$351K
|
-3,558
|
-21%
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$1.3M
|
+$1.31M
|
+13,230
|
New
|
|
|
23
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.13M
|
+$3.36K
|
+34
|
+0.3%
|
|
|
24
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$1.1M
|
+$8.39K
|
+85
|
+0.8%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.09M
|
+$21.4K
|
+217
|
+2%
|
|
