|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$54.9M
|
+$3.93M
|
+103,715
|
+8%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$36.1M
|
+$114K
|
+2,996
|
+0.3%
|
|
|
3
|
|
$32.2M
|
+$927K
|
+24,446
|
+3%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$17.9M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.67M
|
+$139K
|
+3,660
|
+2%
|
|
|
6
|
Relative Value Partners Group
|
$8.33M
|
+$813K
|
+21,444
|
+12%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$7.1M
|
-$1.2M
|
-31,661
|
-15%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
-$564K
|
-14,878
|
-8%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$5.04M
|
-$2.5M
|
-65,920
|
-34%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.41M
|
+$366K
|
+9,652
|
+10%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$3.85M
|
-$4.52M
|
-119,203
|
-55%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$3.57M
|
+$964K
|
+25,444
|
+40%
|
|
|
13
|
20/20 Capital Management
Costa Mesa,
California
|
$3.56M
|
-$6.5M
|
-171,397
|
-66%
|
|
|
14
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.48M
|
+$84.3K
|
+2,225
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.01M
|
-$951K
|
-25,089
|
-25%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.97M
|
-$347K
|
-9,167
|
-11%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$2.85M
|
+$2.69M
|
+70,936
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$166K
|
-4,392
|
-6%
|
|
|
19
|
TRUADVICE
Sarasota,
Florida
|
$2.61M
|
-$36.6K
|
-965
|
-1%
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.59M
|
+$2.45M
|
+64,598
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.27M
|
+$2.15M
|
+56,642
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.06M
|
+$1.16M
|
+30,653
|
+148%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$512K
|
+13,513
|
+36%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$2.02M
|
+$146K
|
+3,859
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
-$151K
|
-3,991
|
-8%
|
|
