|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$37.7M
|
-$2.98M
|
-93,938
|
-8%
|
|
|
2
|
|
$25.4M
|
+$513K
|
+16,181
|
+2%
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
$22.3M
|
+$21.6M
|
+680,223
|
New
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$14.8M
|
–
|
–
|
–
|
|
|
5
|
20/20 Capital Management
Costa Mesa,
California
|
$9.52M
|
-$4.27M
|
-134,708
|
-34%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$403K
|
+12,696
|
+7%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$6.44M
|
-$1.8M
|
-56,746
|
-23%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
+$2.2M
|
+69,510
|
+59%
|
|
|
9
|
Relative Value Partners Group
|
$6.19M
|
+$2.53M
|
+79,732
|
+75%
|
|
|
10
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.07M
|
-$1.41M
|
-44,476
|
-23%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$4.7M
|
+$83.8K
|
+2,641
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
-$828K
|
-26,114
|
-21%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
-$355K
|
-11,182
|
-10%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.92M
|
+$881K
|
+27,769
|
+46%
|
|
|
15
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.91M
|
-$187K
|
-5,885
|
-6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
-$913K
|
-28,791
|
-28%
|
|
|
17
|
ACG Wealth
Atlanta,
Georgia
|
$2.4M
|
-$3.05M
|
-96,182
|
-57%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.86M
|
-$153K
|
-4,824
|
-8%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.71M
|
-$2.49M
|
-78,418
|
-60%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.68M
|
-$184K
|
-5,794
|
-10%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$1.44M
|
+$270K
|
+8,500
|
+24%
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.33M
|
+$17.4K
|
+549
|
+1%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$1.29M
|
+$777K
|
+24,485
|
+169%
|
|
|
24
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.23M
|
-$52.7K
|
-1,660
|
-4%
|
|
|
25
|
Flow Traders U.S.
New York
|
$987K
|
+$943K
|
+29,741
|
New
|
|
